Wendi Lyn has worked with our clients since 2010. Trustworthy and caring, Wendi Lyn is passionate about building strong relationships with each of our clients.
Wendilyn Jensen has worked in the financial services industry since 2010 and is the Client Services Manager at Advanced Retirement Strategies.
Trustworthy and caring, Wendilyn is passionate about building strong relationships with each of her clients. Her commitment to providing timely answers to important questions is unparalleled as is her drive to help each client achieve their financial goals.
Wendilyn lives in West Bountiful, Utah with her husband of 27 years and their youngest of five children. In her free time she enjoys scrapbooking, reading, tending to her flower garden and trying new recipes. She is personally passionate about serving others in any way she can – whether it be at the office, at home or at church.
Increased returns. Less risk. Lower taxes.
Advisory Services offered through ARS Investment Advisors INC., an SEC Registered Investment Advisor. 563 West 500 South Suite 420 Bountiful, Utah 84010.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright Ⓒ Advanced Retirement Strategies - All Rights Reserved
When it comes to taxes, no one likes to pay more than they must. However, most Americans go through the same process every year… and end up missing out.
Broken. Outdated. Inefficient.
Most Americans focus simply on paying their taxes; In other words, collect their tax forms, file with their CPA or enter the data into a tax filing software, and wait to find out what they will owe that year. This is a REACTIVE approach to tax planning and could be causing you to pay more than you should.
Strategic. Effective. Logical.
As proactive tax planners, this reactive tax planning process is antiquated and inefficient. At Advanced Retirement Strategies, our team works with all our clients to ensure we are taking the necessary steps to either reduce future tax liabilities or maximize tax brackets BEFORE they file their taxes.
This foresight and preemptive planning allows for exponentially more tax savings than would any amount of scrambling with different forms come tax time.
Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.