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Latest Blog Post

2019 Year-End Tax Planning

December 03, 2019

2019 Year-End Tax Planning Consult with your tax professional to evaluate what steps may be taken now to optimize your tax situation and to see if any of the suggestions below are appropriate for you for this and future tax years....

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You’ve probably never asked your adult children and younger relatives whether they have security software on their computers and devices. Why would you? They’re digital natives, born with keyboards under their fingertips.It may be time...

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Thanksgiving is all about gratitude. In 1621, the Plymouth colonists shared an autumn feast with the Wampanoag Indians. They were celebrating survival and friendship. It’s also a poignant story.1About one-half of the passengers who...

 

Featured Team Member

Brian Worley, CFP®

Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients effectively work toward achieving their goals by developing personalized financial plans and investment portfolios.

Terra J. Thurgood, CFP®, CDFA®

Terra has been providing tax & financial planning services for clients since 1999. She works to simplify the complexities of each client’s financial world, allowing them to focus on the things that matter most.

Jack L. Griffin, EA/LTC

Jack has been in the financial services industry since 1998. Jack's extensive experience in tax provides him with a unique ability to provide investment advice in a tax-efficient manner. Jack services his clients from our branch in Oregon.

Barry T. Watson, CFP®

Barry enjoys using his unique skill set to help clients gain financial freedom. He has significant experience with portfolio management, investment analysis, tax, estate, and financial planning by working with financial service firms. 

Shandon Johnson

Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University and is currently working towards receiving his CFP® certification. Shandon worked his way through college at a local...

Courtnee Hansen

Courtnee will most likely be the first voice you hear on the phone and the first person to greet you at our office. Her friendly personality provides a warm welcome, whether in person or over the phone.

 

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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.

Copyright 2019 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 Advisor Brochure 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

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