Life can be complicated! Do you have a process in place to manage all your financial decisions? When did you last review your progress towards your goals? What are you doing to mitigate taxes and protect your assets? What strategies have you implemented which are specific to your family’s situation?
Our clients matter most to us. My team and I strive to understand what’s important to you. We then use an established process to develop personalized strategies to help achieve and protect those goals.
I've dedicated every waking decision of my life to being the best financial advisor since I was 12: every book, every job, every mentor, researching financial strategies, consulting pension funds, graduating in finance from Brigham Young University (top 5 school in finance), obtaining the Certified Financial Planner™ (CFP®)* (before becoming a financial advisor) and the Chartered Financial Consultant® designations.
I enjoy helping our clients build a life of significance:
1. Make smarter money decisions
2. Work with your CPA to help mitigate taxes
3. Take care of loved ones
4. Protect goals
5. Magnify any charitable gifts
I currently work with other top financial advisors to help them with complex client scenarios and more deeply serve their clients.
I love Utah and plan on living here all my life with my wife and two daughters. In my free time, I enjoy all things finance, trying new food, spending time with friends and traveling.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Office Address746 E Winchester St
Murray, UT 84107
Phone NumberMichael Baker at (801) 966-5869
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