Call: 385-900-8137 Schedule a Strategic Goal Session for your complimentary report.
We custodian our assets through Interactive Brokers and Betterment. Our custodians allow us to give the best options for investments, technology and strategies.
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.
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.
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.
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.
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
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.