Personalized Simplify Comprehensive Integrity & 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, holistic firm offering personalized financial planning and wealth management services to a diverse clientele throughout the United States.

Our clients benefit from a simplified financial life. Honoring each client’s unique circumstance and attitudes towards money, we can help you understand where you are now, then design and 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 may benefit as a client.

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

Phone (801) 568-9788 • info@martinworley.com

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Federal Income Tax

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

View all calculators arrow

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow