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

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    • 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

Investment Strategies

Your money is kept at well-known custodians.

Your money is kept at well-known custodians.

Your money is kept at well-known custodians.

Custodian investment planning. Interactive Brokers Betterment, Trust Company of America by ETrade.

We custodian our assets through Interactive Brokers and Betterment.  Our custodians allow us to give the best options for investments, technology and strategies.  

Asset allocation and diversification.

Your money is kept at well-known custodians.

Your money is kept at well-known custodians.

investment analysis and financial planning

We help create investment strategies that fit your current goals, future goals, and risk. We will create a diversified portfolio* together. We can also use tax coordination to make sure your accounts are communicating and working together.  
* Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss. 

HCMBuyLine® Provides

Your money is kept at well-known custodians.

Not in the dark with your 401k/TSP/403b

Stop-loss protection on investment portfolio

Some portfolios offer strategic decisions on whether or not to be in the stock market, telling us when and how much to invest in equities. (Certain investments with Howard Capital use this strategy).

Designed to be an emotionless and mathematical process driven by market ratios; May move to cash and/or lower risk investments during market declines; Greater capital might be available to reinvest during market advances; Attempts to avoid major market downturns.

Not in the dark with your 401k/TSP/403b

Not in the dark with your 401k/TSP/403b

Not in the dark with your 401k/TSP/403b

Retirement planning

 It is also our goal to help make sure you are making the right choices within your retirement plan.  We have special technology that will help you make choices with the options your company provides. 

Portfolio review and follow-up

Not in the dark with your 401k/TSP/403b

Portfolio review and follow-up

We will consistently review your portfolio, to help make sure you are in the right place.  We will look at asset concentration, and diversification.* We will look at performance and cost.  We want to continue to delight you and be available for review. We never want you to say the words, I haven't heard from my Advisor....

* Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

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You First Financial

3115 East Lion Lane, Suite 160, Holladay, Utah 84121

385-900-8137

Hours

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09:00 am – 06:00 pm

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