You Deserve Trusted Advice.

As CFP® professionals we've undergone rigorous education and training and are held to the highest of ethical standards in order to help you achieve reach your financial goals.

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Welcome to Advanced Retirement Strategies

We treat you like family, and employ our decades of experience, advanced strategies, and institutional investments traditionally only available to a select few in order to help you achieve your financial goals.

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Many financial professionals can talk to you about your investments. That’s not hard to find. But most financial professionals and personal retail accounts simply don’t have access to the investment resources our team has.

While working, resources for your investments are often limited to the company plan, the administrator, and options within that plan. As you prepare for and then transition into retirement, a different investment process is needed. We’ve found that the likelihood of success is significantly increased through a combination of institutional investments, outcome-based planning, and creating clear upside and downside parameters.

"Our job here at Advanced Retirement Strategies is to help clients who have spent a lifetime accumulating assets protect, allocate, and distribute those assets in order to remain financially independent."

- Russ Hodgson, CFP®
President, Managing Principle

More than salesman, real trusted advisors

Advanced Strategies,
Friendly Faces.

Russ Hodgson, CFP®

President & Managing Principal, Private Wealth Advisor

Joe Pond, CFP®

Investment Portfolio Strategist, Private Wealth Advisor

Wendi Lyn Jensen

Executive Director, Client Services Manager

our proven process for success

Our Proprietary DREAM Experience

With over three decades of experience and intricate industry knowledge, we’ve developed a proven process for defining and realizing your financial dreams.



Take steps to understand your goals



Gather information about your situation



Develop your investment and/or retirement income strategy



Meet regularly to discuss performance – we’re available at any time for questions



Consult on key moments of decision-making



Adapt your plan to any life, business, or financial changes



Regularly assess any potential life transitions

Complimentary Portfolio Inspection

Increased Returns.
Less Risk. Lower Taxes.

Request a free forensic examination of your retirement plan and investment portfolio today and become our next success story.

Free Retirement Review and Investment Portfolio Audit

As regulated, fee-based fiduciary advisors we succeed as you reach your financial targets, not based upon commissions. We succeed as you succeed. If you’d like to understand how we can help you, consider scheduling a free, no-risk, zero-pressure discovery consultation.

From our clients

What it's like to work with us

With the advanced strategies and proven processes we’ve developed, it’s no surprise that our clients are raving about Advanced Retirement Strategies.

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John Doe

Enjoy Interactive Learning?

Access our newly released interactive videos complete with complementary ebooks designed to help you get educated, make more intelligent decisions, and take charge of your financial future.

Stay in the loop

Latest Industry Updates

Blog Post

May 2020 Market Update

This last quarter has been extremely volatile due to COVID-19. We’ve seen the fastest 30% drop in history, runs on toilet paper at the grocery store, and quarantine nationwide.

Read More »

Book a free consultation with
one of our experts

Discover the difference of working with an Advanced Retirement Strategies expert in a no-pressure, investigatory meeting. Meet how you want, when you want, whether in-person, over zoom, or on the phone.

    If you're looking for a fiduciary financial advisor planner, we help you prepare to retire, create a retirement income plan, and manage your investments. We regularly assist clients with decisions around required minimum distributions (RMDs), tax planning, pensions, investments, 401(k)s, 403(b)s, 457s, annuities, and insurance.


    563 West 500 South #420
    Bountiful, UT 84010

    (385) 249-5652


    This training is for you If you haven’t yet turned on Social Security and you’re looking for answers on how it works, when to turn it on, and how to maximize your benefit

    Fill in your name and email below and get immediate access to our Social Security retirement training.