Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Related Content

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Latest Blog Post

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?

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.

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?

Featured Team Member

Brian Worley, CFP®, CPWA®

Schedule with Brian

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

Terra J. Thurgood, CFP^®, CDFA^®

Schedule with Terra

What is a Certified Divorce Financial Analyst®?

Terra has provided tax & financial advisory services since 1999. She helps clients simplify their complex financial world, allowing them to focus on what matter most.

Office:	801-568-9788
Toll-Free:	800-565-9788
Fax:	801-568-6879