Taxes play a significant role in your investments.

Let's make sure you aren't paying more than you are legally required.

You only retire once. Let's do it right.

Are you paying as little as you can?

Are you getting the most out of the new tax laws?

Are there tax strategies that could help you?

Do your investments hurt or help your tax situation?


We can help you to understand these issues with greater clarity. 

And, the best part? There is no cost or obligation to you. 

We offer this service as a way to meet you, and for you to meet us.

(801) 756-2220

1955 West Grove Parkway, Ste 200

Pleasant Grove, Utah 84045


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Tax Return Analysis

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You will leave our office with a better understanding of how your investments are affecting your taxes.

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James A. Ferrin, CFP®