OUR SERVICES

OUR SERVICES

OUR SERVICES

How We Can Help

The comprehensive and holistic financial planning services Teton Wealth offers to pre-retirees and retirees in the Salt Lake City metropolitan area of Utah and beyond provide you with a personalized approach. Numbers do matter in financial and retirement planning, but there is no one-size-fits-all strategy for determining how much money you need or how much income you can withdraw on an annual basis. Times have changed and with that comes the need to plan for volatile financial markets, rising inflation, taxes and an uncertain economic landscape.

Consider also that more people planning for retirement now and in the next few years will do so without a defined benefit income stream in the form of a pension from a previous employer. Social Security can help fill the gaps but it probably won’t be enough to cover your expenses and allow you to live the life you want to enjoy.

How We Can Help

The comprehensive and holistic financial planning services Teton Wealth offers to pre-retirees and retirees in the Salt Lake City metropolitan area of Utah and beyond provide you with a personalized approach. Numbers do matter in financial and retirement planning, but there is no one-size-fits-all strategy for determining how much money you need or how much income you can withdraw on an annual basis. Times have changed and with that comes the need to plan for volatile financial markets, rising inflation, taxes and an uncertain economic landscape.

Consider also that more people planning for retirement now and in the next few years will do so without a defined benefit income stream in the form of a pension from a previous employer. Social Security can help fill the gaps but it probably won’t be enough to cover your expenses and allow you to live the life you want to enjoy.

This is why it’s important to plan with a range of options in mind. In these times, you want to know that the income you need early in retirement will be there for you in your later years. Our advisors can map out specific pathways and start planning now so your assets are allocated to those things that are most important to you.

No matter where you are now, we can help with the journey to attain the retirement income you seek and fund other goals, like saving for college tuition for children and grandchildren, buying another home, or spending as much time as possible with family and friends.

This is why it’s important to plan with a range of options in mind. In these times, you want to know that the income you need early in retirement will be there for you in your later years. Our advisors can map out specific pathways and start planning now so your assets are allocated to those things that are most important to you.

No matter where you are now, we can help with the journey to attain the retirement income you seek and fund other goals, like saving for college tuition for children and grandchildren, buying another home, or spending as much time as possible with family and friends.

Holistic Financial Planning

Just as there are many ways to scale a mountain, let us help clarify and prioritize your financial goals and objectives with a written plan that ties together your spending and savings, taxes and inflation, and also adjusts as needed so you are prepared for unexpected expenses and financial emergencies. A holistic financial plan can be a foundation and guide that ‘flexes and flows’ with you as life changes and the things you want for yourself and family evolve.

Holistic Financial Planning

Just as there are many ways to scale a mountain, let us help clarify and prioritize your financial goals and objectives with a written plan that ties together your spending and savings, taxes and inflation, and also adjusts as needed so you are prepared for unexpected expenses and financial emergencies. A holistic financial plan can be a foundation and guide that ‘flexes and flows’ with you as life changes and the things you want for yourself and family evolve.

Retirement income planning

Our firm specializes in working with individuals and families already enjoying retirement or within five years of retiring. We bring our holistic and comprehensive process in analyzing how your Social Security benefits, pension and any tax-qualified accounts you may have from your employment years need to ‘sync up’ with your savings and investments to develop a plan and strategy for retirement income you can’t outlive. Let’s plan toward that vision, together.

Retirement income planning

Our firm specializes in working with individuals and families already enjoying retirement or within five years of retiring. We bring our holistic and comprehensive process in analyzing how your Social Security benefits, pension and any tax-qualified accounts you may have from your employment years need to ‘sync up’ with your savings and investments to develop a plan and strategy for retirement income you can’t outlive. Let’s plan toward that vision, together.

Investment Management

Our investment philosophy seeks diversification, income and growth potential, while offsetting market risks and minimizing volatility. We offer a blend of at-risk and safe-money strategies because tactical investment and asset management is crucial in any market environment – and we’re committed to informing and educating you as best we can about the fees within these strategies. It’s the safe and secure path that can help preserve your wealth.

Investment Management

Our investment philosophy seeks diversification, income and growth potential, while offsetting market risks and minimizing volatility. We offer a blend of at-risk and safe-money strategies because tactical investment and asset management is crucial in any market environment – and we’re committed to informing and educating you as best we can about the fees within these strategies. It’s the safe and secure path that can help preserve your wealth.

Estate planning

Through Teton Wealth’s network of accountants, tax-planning specialists and estate attorneys we will create a legacy plan that ensures your financial security, manages your wealth and allows you to pass on that wealth in accord with your wishes and values. Plan now to protect your estate for future generations through tax-efficient strategies that preserve the hard-earned money you’ve accumulated – even after you’re gone.

Estate planning

Through Teton Wealth’s network of accountants, tax-planning specialists and estate attorneys we will create a legacy plan that ensures your financial security, manages your wealth and allows you to pass on that wealth in accord with your wishes and values. Plan now to protect your estate for future generations through tax-efficient strategies that preserve the hard-earned money you’ve accumulated – even after you’re gone.

Risk Management – Life Insurance & Annuities

We incorporate strategies that include life insurance and annuities as part of your overall financial plan. These options help financially protect yourself and your family with guaranteed retirement income, tax-efficient options for unforeseen long-term care expenses, and legacy benefits for your heirs.

While the merits of annuities are often debated, they are designed for a specific purpose in mind – namely safe and sure income. They’re just one of the tools along with other financial products we actively use with our planning. Together we can help plan for life’s known risks and those that are unforeseen so you stay on track with retirement income you can’t outlive and your assets are protected from market downturns.

Risk Management – Life Insurance & Annuities

We incorporate strategies that include life insurance and annuities as part of your overall financial plan. These options help financially protect yourself and your family with guaranteed retirement income, tax-efficient options for unforeseen long-term care expenses, and legacy benefits for your heirs.

While the merits of annuities are often debated, they are designed for a specific purpose in mind – namely safe and sure income. They’re just one of the tools along with other financial products we actively use with our planning. Together we can help plan for life’s known risks and those that are unforeseen so you stay on track with retirement income you can’t outlive and your assets are protected from market downturns.

401(k)/IRA Services

As part of our process of providing you with tax-efficient income, we may recommend strategies to minimize taxes during your retirement by repositioning a portion of any “tax-qualified” savings you may have. By the time you reach age 70½, IRS rules require you to begin withdrawing from these accounts through Required Minimum Distributions (RMDs). Without proper planning, RMDs could bump you into a higher tax bracket so the time to begin this planning is several years before retirement. That way we can help you minimize a portion of the taxes you may have to pay.

401(k)/IRA Services

As part of our process of providing you with tax-efficient income, we may recommend strategies to minimize taxes during your retirement by repositioning a portion of any “tax-qualified” savings you may have. By the time you reach age 70½, IRS rules require you to begin withdrawing from these accounts through Required Minimum Distributions (RMDs). Without proper planning, RMDs could bump you into a higher tax bracket so the time to begin this planning is several years before retirement. That way we can help you minimize a portion of the taxes you may have to pay.

EMPOWERING WOMEN TO WEALTH

Teton Wealth works with women who need specific strategies and options when transitioning to retirement. We understand that caring for your family and friends in your social network – sometimes putting their priorities ahead of yours – can add to the complexities of managing your finances. Let us help develop a financial, retirement and estate transition plan that aligns with your priorities and can help protect you from financial risks like the loss or incapacitation of a spouse, unexpected medical expenses and other risks you may face in retirement so you’re prepared.

 

WE’RE HERE TO HELP

EMPOWERING WOMEN TO WEALTH

Teton Wealth works with women who need specific strategies and options when transitioning to retirement. We understand that caring for your family and friends in your social network – sometimes putting their priorities ahead of yours – can add to the complexities of managing your finances. Let us help develop a financial, retirement and estate transition plan that aligns with your priorities and can help protect you from financial risks like the loss or incapacitation of a spouse, unexpected medical expenses and other risks you may face in retirement so you’re prepared.

 

WE’RE HERE TO HELP

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CONTACT

Teton Wealth Group wants to provide you with the financial information you need, answer your questions and help contribute to making a positive impact on your financial future.

764 E Winchester St #100
Murray, UT 84107

PHONE: 844-838-6600
(844-Teton-00)

FAX: 1 866 731-3794