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Financial Advisors in Ogden, UT and Logan, UT

Is your plan to retire in the next 10 years?

There are three primary ways we can help you achieve this goal. 


COVID-19 virus and Market Volatility Update and Outlook

Gene Goldman from Cetera Financial gives a quick presentation regarding the COVID-19 virus and the stock market volatility.

Questions? Feel free to give us a call at (435) 535-1630.

Three Ways We Can Help You Bridge To Retirement

Comprehensive Financial Planning

We look at your current financial situation and help you bridge to your future goals.

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Investment Management

We manage your investments to serve your life needs.

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Long-Term Care

When preparing to retire it's helpful to consider insurance needs.

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Our Team

David A Packer, CRPC®

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Daun Maruquin

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Carrie Spencer

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Our Philosophy

Advocacy not Sales

Having someone on your side of the table while making financial decisions.

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Our History

20+ combined years of experience have prepared us to guide you through your life transitions.

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No Hidden Fees

Fee based planning rather then commission based shows transparency to you, our client.

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Roadmap to Retire

We create a specific roadmap to provide the direction for your journey to retirement and beyond.

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Ready To Get Started?

We offer a complimentary review call to see if a working relationship would be a fit for both sides.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."