Why Work With Us | Financial Planner Utah - Jaron H. Poulson, CFP®

Our top clients benefit from the following "Gold Medal Services":

Financial Planning and Analysis Services

  • Develop a customized financial plan that is organized, analyzed, and presented in written form
  • Integrate a financial mission, goals, and objectives into one cohesive plan that allocates financial resources consistently
  • Formulate, implement, and monitor multifunctional decisions that help you achieve financial goals
  • Planning considerations are associated in the areas of financial position, risk management, investment, tax, retirement, and estate

Investment Oversight Services

  • Review your investments and design a personalized portfolio appropriate to your needs
  • Yearlong, continual monitoring of your investment plans
  • Quarterly, semi-annual, or annual meetings to review and evaluate your investment performance, update your overall financial objectives and, if necessary, reallocate your portfolio as agreed upon by you
  • Independent advice
  • Quarterly "market watch" letter detailing research, analysis, and view of the current state of the investment markets

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions, including tax-advantaged investments
  • Staying up to date on and presenting new tax laws that can affect your situation

Jaron H. Poulson does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an inherited IRA

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Guidance regarding the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

  • Quarterly newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual, or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Educational events to inform clients of pertinent and important topics
  • Special Gold Medal Services events, including client appreciation events (where you may bring up to 2 guests )

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