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 VideoThe 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
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.