The Martin Worley Group - Cottonwood Heights, UT

 
Client Login
Home NavigationMENU
  • Who We Are 
    • Is MWG right for you?
    • Our Firm
    • Our Team
    • Our Clients
    • Disclosures
  • What We Do 
    • Services
    • Partners & Tools
  • News & Events 
    • Client News & Blog
    • Events
  • Education Center 
    • Client Login
    • Calculators
    • Glossary
    • Estate Planning
    • Investments
    • Lifestyle
    • Money
    • Retirement
    • Tax Management
    • Tax Resources
  • Contact Us

Should You Invest in Exchange Traded Funds?

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

 

Related Content

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

What is the Value of Your Business?

What is the Value of Your Business?

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

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

 

  Existing Clients click here to:

 

Latest Blog Post

What Would You Attempt if You Knew You Could Not Fail?

March 13, 2023

This sign has always found a place on display where I can see it nearly every day.  This seemingly simple question can take on much deeper roots. What would YOU do? And how do we move from fearing failure to blazing our own path?

FDIC Insurance & Other Cash Management Options

March 13, 2023

With recent events, now is a great time to review the Federal Deposit Insurance Corporation (FDIC) coverage limits and other cash management strategies available when holding cash in excess of these limits.

Should I be Worried About my Cash at the Bank?

March 13, 2023

Should you be worried? How should you protect your cash? What makes Silicon Valley Bank's situation unique? The sudden collapse of SVB created a lot of anxiety, is this isolated event or something that could spread?

 

Featured Team Member

Brian Worley, CFP®, CPWA®

Schedule with Brian

A fascination with investments is what brought me into this industry, but it’s the relationship with our clients and my coworkers that keeps me motivated and fulfilled.

Terra J. Thurgood, CFP®, CDFA®

Schedule with Terra

I love getting to know our clients through their stories, experiences, and unique circumstances. By better understanding them, I'm able to better serve as a guide through life's many, and often unexpected, transitions.

Jack L. Griffin, EA/LTC

I've been in the financial services industry since 1998 and my extensive experience in tax provides me with a unique ability to provide investment advice in a tax-efficient manner. I reside and service my clients from our branch in Oregon.

Barry T. Watson, CPA, CFP®

Schedule with Barry

I’m at my best when helping clients gain and maintain financial freedom. The demands of a profession, family and purposeful living are hard to balance. Simplifying a complex financial world is the heart of making it work.   

Courtnee Hansen

I will most likely be the first voice you hear on the phone and the first person to greet you at our office.  I'm passionate about building long-lasting relationships with our clients and ensuring their satisfaction with our services.

Shandon Johnson, CFP®

Schedule with Shandon

I joined MWG in 2017 after receiving my BS in Financial Planning from UVU. Finding balance between enjoying the present and strategizing for a secure financial future is my favorite part of working with our clients.

Julie Pos

Throughout my career, I've truly believed that nurturing strong client relationships is the key to building lasting partnerships. I take pride in supporting our team’s efforts to help clients achieve their financial goals.

 

Get Financial News & Updates Delivered to Your Inbox





Thank you!

Error processing your request. Please try again at a later time.

 

Have A Question About This Topic?









Thank you! Oops!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Information on this web site is directed toward U.S. residents only. The Martin Worley Group is registered as an investment adviser with the Securities and Exchange Commission, and only transacts business in states where it is properly notice filed, or is excluded or exempted from notice filing requirements. Our Customer Relationship Summary (CRS),  Advisor Brochure (ADV) and Privacy Policy can be accessed here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Contact

The Martin Worley Group
Office: 801-568-9788
Toll-Free: 800-565-9788
Fax: 801-568-6879

6965 Union Park Center
Suite 420
Cottonwood Heights, UT 84047

info@martinworley.com

Facebook LinkedIn

Quick Links

  • Retirement
  • Investments
  • Estate Planning
  • Tax Management
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations