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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Financial Advisors in Ogden, UT and Logan, UT

Helping pre-retirees transition from work into retirement

and

federal employees understand their retirement benefits.

There are three primary ways we can help you achieve these goals. 

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®

David A Packer, CRPC®

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Daun Maruquin

Daun Maruquin

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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."