CONNECT

Address:

3115 East Lion Lane | Suite 310Salt Lake City, UT 84121

Phone:

(801) 993-0550

801-993-0507 Branch

Fax/Other:

(801) 993-0551

About Us

Through THE INTEGRATED PROCESSTM we offer creative strategies in the following areas:



  • Comprehensive Financial Planning
  • Investment strategies & Asset Management Programs 
  • Estate Tax Reduction Strategies
  • Business Succession
  • Retirement Planning
  • Life Insurance
  • Non-Qualified Deferred Compensation Plans











QUALIFIED



With more than 60 years combined experience working with ultra-high net worth individuals and their companies, we seek to first understand, then develop a customized and fully-integrated financial plan.


We provide specifically three things:



  1. Leadership: A coordinated approach with your key advisors
  2. Creativity: Innovative ideas and strategies
  3. Systems: We become a catalyst to accomplishing your most important objectives



Steve Fullmer, James Davenport and Casey Kotter all hold the CERTIFIED FINANCIAL PLANNERTM certification.



PROVEN PERFORMANCE



We provide creative strategies that are implemented with integrity while also putting our client's needs first. We are constantly seeking out and examining new ideas and strategies to help you achieve your goals.



NETWORKED WITH PROFESSIONALS


Through solid relationships and trust we are able to introduce our clients to independent, objective and professional advisors including: business brokers, appraisers, CPAs, attorneys, and business valuation professionals.



RELATIONSHIP ORIENTED


Through our VisionMapTM process, we seek to understand our client's objectives and know their situation completely. Our goal is not to become a specialist in all areas, but rather to become broadly "conversant" in each financial function and be able to provide resources, processes and systems.



 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck