Retirement Planning

Frequently Asked Questions

It’s About Transparency

Retirement Planning

At Suncrest Advisors, we believe active communication is critical to a successful advisory/client relationship. In working with new clients, we go through a multi-step process to identify your goals and desires and create a plan to help you achieve them. We then have periodic reviews for our advisory clients, and we are available whenever needs develop between your scheduled reviews.

At Suncrest Advisors, we specialize in working with individuals and families who wish to achieve financial independence for retirement. These clients are typically ages 40+ and have saved over $50,000 in liquid assets already; or, they may have a larger income and are ready to start putting away substantial investment contributions for their future with our guidance or meet both of these metrics. Our goal is to see everyone financially succeed, and we are open to taking on new clients who may not fit these criteria but are highly motivated to work with us to take steps toward ensuring their secure future beginning today.

The Suncrest Advisors’ process focuses on four key areas to successful Retirement Planning and is designed to help you achieve the retirement you’ve always dreamed of. These areas include Discovery, Preliminary Planning, Implementation, and Review. We will work with you to assess your financial situation, determine your immediate and long-term needs, and together develop a plan that allows you to retire comfortably. Our full-service team then executes on every aspect of your plan and conducts review meetings with you to check on the progress toward your goals.

At Suncrest Advisors we put the needs of our clients and their goals first. Although no investment strategy can guarantee a profit or protect against loss, our team works together to provide you with strategies and solutions that combine all facets of your retirement life. Moreover, we believe in educating our clients. We post a blog article to our website each week and offer complimentary educational guides on a variety of financial topics. You can stay up to date with financial news and gain access to our newest blogs and guides by clicking here to sign up to receive our weekly newsletter. We believe that an educated client is an empowered client.

If you would like to meet with us to discuss developing a plan to efficiently meet your goals, please give us a call at (801) 676-0146 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up an introductory meeting. During this meeting, we will aim to get to know you and your specific goals so that we can work with you to develop a financial plan that is best suited to achieve the life you’ve been envisioning.

Our personalized approach to financial planning

The Suncrest Process

Discovery

Help you to explore and identify your retirement goals

Preliminary Planning

Analyze opportunities to help you reach your retirement goals

Implementation

Make informed, confident decisions with the support of our experienced advisors

Review

Service your retirement plan over time

Take The Next Step Forward

IN SECURING YOUR

FINANCIAL FUTURE