Personalized Simplify Comprehensive Integrity & Trust

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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How We Can Help You

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

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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

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Events on Wall Street

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

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.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Surprises

Making the most of surprises is a great reason to work with us.

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