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.
Log inHow We Can Help You
We can help you consolidate, simplify, and coordinate all of your wealth management needs.
Watch VideoThe 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
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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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.
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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”