What We Do
We can help you implement today's financial plan, for a successful tomorrow.
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We can help you monitor your finances and track your plan progress with secure online tools.
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We can help you consolidate, simplify, and coordinate all of your wealth management needs.
Watch VideoYOU ARE UNIQUE – YOUR PLAN SHOULD BE TOO
Don’t know where to begin? We can help.
As a holistic, boutique financial planning firm with genuine interest in your well-being and success, we listen first to honor your unique circumstances and attitudes toward money, helping you navigate what can be an emotional process. Celebrating our differences, we work with a diverse clientele, and pride ourselves on treating you with dignity, fairness and respect.
Finances can get complicated and let’s face it, plans change.
From creating simple retirement income plans to complex wealth strategies, we are here to help you define your financial priorities and implement effective solutions. Financial planning is a life-long, multi-faceted process and we work side-by-side with you through all stages. Our professional team transcends the numbers and provides unbiased advice that is individualized, consistent and understandable, to create an easy-to-follow road map through your financial world.
We invite you to partner with us! Click Here to Schedule an Introduction to see how you may benefit as a client.
6965 Union Park Center, Suite 420 / Cottonwood Heights, UT 84047
Phone (801) 568-9788 • info@martinworley.com
Helpful Content
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Surprises
Making the most of surprises is a great reason to work with us.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.