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.
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.
It will help answer the most important financial planning questions.
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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!
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.