The Martin Worley Group - Cottonwood Heights, UT

 
Client Login
Home NavigationMENU
  • Who We Are 
    • 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
    • Insurance
    • Lifestyle
    • Money
    • Retirement
    • Tax Management
    • Tax Resources
  • Contact Us
Retirement

Retirement Traps to Avoid

Full Size Version

Share |
 

Related Content

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

 

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

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®

Schedule with Barry


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. 

Shandon Johnson, CFP®

Schedule with Shandon

Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University in 2017 and his CFP® certification in 2021.

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.

Julie Pos

Julie Pos is the newest member of the Martin Worley Group. As a 20+ year mortgage professional, she brings practical experience within the financial sector and a passion for strong client relationships.

 

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
  • Insurance
  • Tax Management
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations