Call: 385-900-8137 Schedule a Strategic Goal Session for your complimentary report.

You First Financial
You First Financial
  • You First Financial
  • We are a Fiduciary
  • Technology
  • Risk Score
  • One Minute Blog
  • Fees
  • Federal Employees
  • Investments
  • Insurance
  • Financial Planning Guide
  • Tools
  • Contact Us
  • More
    • You First Financial
    • We are a Fiduciary
    • Technology
    • Risk Score
    • One Minute Blog
    • Fees
    • Federal Employees
    • Investments
    • Insurance
    • Financial Planning Guide
    • Tools
    • Contact Us
  • You First Financial
  • We are a Fiduciary
  • Technology
  • Risk Score
  • One Minute Blog
  • Fees
  • Federal Employees
  • Investments
  • Insurance
  • Financial Planning Guide
  • Tools
  • Contact Us

Financial and investment planning to help you retire with confidence!

Financial and investment planning to help you retire with confidence!Financial and investment planning to help you retire with confidence!Financial and investment planning to help you retire with confidence!

We put You First with financial education, giving you access to our technology and expertise.

Send us any questions you have. We love to help!

(385) 900-8137

Financial and investment planning to help you retire with confidence!

Financial and investment planning to help you retire with confidence!Financial and investment planning to help you retire with confidence!Financial and investment planning to help you retire with confidence!

We put You First with financial education, giving you access to our technology and expertise.

Send us any questions you have. We love to help!

(385) 900-8137

An easier way to understand portfolio risk.

Is your portfolio aligned with your Risk Number?  

Click here to find out in 60 Seconds.

Please accept our invitation to use our financial planning and investing software. 

analyze your portfolio. What is your portfolio G.P.a.?

Portfolio Analysis, Investment review, Risk of investment. Investment advise, Financial Adviser risk
Financial Calculator, Financial Planning Software, Retirement Planning, Investment Planning, Advice

Get complimentary access to our financial plaNNing Software

Instead of opinion, let us show you the math in our complimentary financial planning analysis.

 

We will create an easy to understand report - without any selling.


Compare different tax-saving strategies.


We help answer your most important questions and concerns.


  • When can I retire without running out of money?
  • How can I enhance my Social Security benefit?
  • How could my situation change during challenging economic times?
  • How would it affect my family if I die prematurely?
  • How would it affect my family if I enter a nursing facility?
  • What are the possible solutions if my situation changes?
  • Roth or Traditional contributions?


Individualized Retirement Planning using budgeting, cash flow analysis, tax-efficiency, Social Security maximization, and asset withdrawal strategies. Insurance strategies to protect what's most important to you. We offer analysis on life insurance, annuities, and long term care.* *Insurance products and services sold through You First Insurance, LLC.

Accept our invitation to try our sophisticated financial planning software.

It will help answer the most important financial planning questions.

Click here to request access!

Quick read financial education blog

You First Financial - What to Expect

Goals and financial planning

Goal Session

Planning together

Goal Analysis

1st Meeting -

  • Access to our financial planning software
  • Identifying what is most important to you. 
  • Answer any questions you have with complete transparency. 
  • Educational process
  • No Sales
  • Many people are financially disorganized, we can help.

Investment Analysis

Goal Analysis

Planning together

Goal Analysis

 2nd Meeting - 

  • Complimentary goal analysis of your current situation.
  • What will my income look like in retirement? 
  •  Social Security? What if you delay?
  • Are you doing things right? 
  • How much money will you have in retirement?  
  • What is the market goes down? 
  • Will you have enough to retire? 
  • You will learn valuable information!

Financial Planning

Planning together

Planning together

Planning together

3rd Meeting -

  • Partnering with You First Financial allows you to live life now, and helps give you confidence for a successful retirement. 
  • We work as a guide to help create a comprehensive plan to implement, creating clarity instead of stress.

You First Financial, Financial Advisor Investment planning

David Krauser, Founder & Managing Member

David has a degree in economics and has been licensed since 2009. He has worked for well-known advisory groups and has brought best practices from these groups to You First Financial. He has left behind some of the other practices such as being a sale-person.  He created You First Financial to always put your best interests first! 

 David 

David has a degree in economics and has been licensed since 2009. He has worked for well-known advisory groups and has brought best practices from these groups to You First Financial. He has left behind some of the other practices such as being a sale-person.  He created You First Financial to always put your best interests first! 

 David loves to adventure with his partner, Sarah, and his dog, Ivan the Great (or Terrible - it depends on the day). He enjoys skiing, hiking, biking, and golf, which makes Utah a perfect place to call home!

Types of advisors: Fiduciary vs suitability Learn more here

Mark Huber, Investment Adviser Representative

  

Mark has a strong background in business ownership for the last 24 years.  He also has 9 years of experience as an independent insurance broker; with expertise in investment-grade insurance and pension planning.  Mark also has a technical background in engineering - he completed his studies at GMI Engineering and Management Institute.

Ma

  

Mark has a strong background in business ownership for the last 24 years.  He also has 9 years of experience as an independent insurance broker; with expertise in investment-grade insurance and pension planning.  Mark also has a technical background in engineering - he completed his studies at GMI Engineering and Management Institute.

Mark also co-founded a company in 2017 called iConsult University, an online college to support high performing brokers and advisors on skills and ethics.

 Mark was originally born in the Midwest, but currently splits his time between Florida and Michigan.  His wife, Anna, have 3 children together.  If he is not working with clients, you can usually find him traveling the country with his youngest son, who plays Travel Ice Hockey.

Get a complimentary report to help identify if you are doing things right.

Schedule your Strategic Goal Session.

Contact Us

Please provide your name and e-mail so we can get you started.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

You First Financial

3115 E Lion Ln, Suite 160, Holladay, Utah 84121

385-900-8137

Hours

Monday - Friday: 9am - 5pm - By appointment

Saturday - Sunday: By appointment


Sign up for our Newsletter

We won't spam you. Just Financial Education!

Copyright © 2018 You First Financial - All Rights Reserved.

    

All written content on this site is for information purposes only. Opinions expressed herein are solely those of You First Financial LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by You First Financial LLC a Registered Investment Advisor in the State of Utah. Insurance products and services are offered through You First Insurance, LLC, an affiliated company. You First Financial LLC and You First Insurance, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.


Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by You First Financial. All links have been provided only as a convenience. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site.
 

When you follow a link to one of these sites neither You First Financial, nor any agency, officer, or employee of the You First Financial warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. 

  • Facebook Disclosure

Cookie Policy

This website uses cookies. By continuing to use this site, you accept our use of cookies.

Accept & Close