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Financial Basics

How do I eliminate credit card debt? How do I eliminate mortgage debt? How do I keep my records safe and organized? How do I do a better job budgeting? How do I reduce my debt? How do I have financial discussions with family?

Retirement

Will my money last through retirement? Do I need long-term care insurance? How do I manage all my retirement plans? What should I consider before claiming Social Security? What should I do with my employer retirement plan? Since I am retiring soon, what do I need to do now? How do I know if I can retire? What can I do for health insurance prior to eligibility for Medicare?

Life Events

How do we manage our finances after getting married? What happens to my 401(k) when I change jobs? What are my options if I am laid off? I am getting divorced. What happens to my assets? What do I do when a loved one dies? How can I protect my assets if a loved one needs long term care?

Estate Preservation Strategies

What should I know about estate planning? How do I protect my estate from taxes? Will my family be secure if something happens to me? How do I create a legacy for my children? Can I provide for my favorite charity when I am gone? What will my survivors need to know? What’s the difference between an IRR-evocable and RE-vocable trust?

Schedule a Meeting

Kaysville Office:

1330 Flint Meadow Dr,
Kaysville, UT 84037

South Jordan OFFICE:

10808 South River Front Parkway, Suite 344
South Jordan, UT 84095

Flint Meadow Financial Kaysville,UT Flint Meadow Financial

CONTACT:

801.675.4425 (office)
866.230.6174
Email: Info@FlintMeadowFP.com

Securities and investment advisory services offered through Promontory Financial Planning, LLC, an SEC Registered Investment Advisor. Member FINRA/SIPC. Promontory Financial Planning, LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Promontory Financial Planning, LLC. Flint Meadow Financial, LLC is independent of Promontory Financial Planning, LLC. Insurance services also offered by Flint Meadow Financial, LLC.

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