Simplify Comprehensive Personalized Trust

What We Do

We can help you implement today's financial plan, for a successful tomorrow.

Watch Video

Secure Access

We can help you monitor your finances and track your plan progress with secure online tools.

Log in

How We Can Help You

We can help you consolidate, simplify, and coordinate all of your wealth management needs.

Watch Video

The Martin Worley Group is an independent, boutique firm offering personalized financial planning and wealth management services to a select group of diverse clients throughout the United States.

Our clients benefit from a simplified financial life, allowing them to focus on reaching their goals and living their dreams. Honoring each client’s unique circumstance and emotional attitudes towards money, we can help you understand where you are now, then design and most importantly, implement a plan to get you where you want to be.

We invite you to partner with us! Explore our site to learn more about the services we provide, then contact us with questions or Click Here to Schedule an Introduction to see how you could benefit as a client.

6965 Union Park Center, Suite 420 / Cottonwood Heights, UT 84047

Phone (801) 568-9788 • [email protected]

Helpful Content

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

View all videos arrow