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Need Financial Services in Farmington, UT?
We're a reliable insurance company committed to helping you plan ahead
As fiduciaries, we're always transparent and put our clients first. At Thomas Jones Insurance and Financial Services Advisors. in Farmington, UT, we help people in creating and following through with a financial plan that fits into their overall risk tolerance. We are only compensated when your portfolios grow. You won't find any upfront sales charges with our insurance company. We only require management fees, which means we want to help grow your wealth as much as you do.
Rely on us to guide you through your financial plan with our financial services.
Let us assist you with our financial services
Each of our investment advisory services is offered through Foundations Investment Advisors and an SEC-registered investment adviser. Our financial services include:
- Portfolio analysis: We'll look over your current savings program and discuss how much risk your portfolio is under.
- Risk assessment: We'll review the potential events that may negatively impact your assets and use a risk score.
- Tax savings strategies: We'll discuss savings programs and strategies to help you reduce your current tax burden.
- 401K: There are two types of 401K, traditional and Roth. We'll go over your 401K and explain how the process of employee funding.
- IRA: We'll advise you on how to save for retirement with tax-free growth or on a tax-deferred basis.
- Social Security analysis: We'll discuss what a Social Security analysis is and determine if you meet certain criteria to receive lifetime income.
