Achieving financial success can be a complex and confusing process to even the most experienced individuals – one that requires a significant amount of time, knowledge, and resources.
Today’s financial environment demands an approach that incorporates the experience of skilled professionals, a variety of products and services, and the independence required to provide objective recommendations.
At Retirement Solutions, we utilize a step-by-step process to help educate and prepare you both for your future and the future of your loved ones.
This process includes:
Identifying your goals
Designing a strategy specific to your unique needs
Assisting you in the implementation of your strategy
Monitoring and adjusting your strategy over time as needs change
At Retirement Solutions, our focus is YOU. From the greeting you receive on the phone, to the moment you walk in the door of our office, to the availability of our team to address your questions and concerns, YOU are our number one priority.
Comments from Byron & Jan Markowski
"We chose Retirement Solutions after a lot of research and phone calls. At the end of the day we have an agent and staff who we feel are honest, have character, and are always there for us. Every question is answered and if there is an issue they do all the work fast, so we feel like we are fully covered and have mental health with Scott as he's always so caring and professional."
Comments from Paul & Arleen Wick
"Scott is always prompt for appointments. He explains all the options, then lets you make the decisions of your choice and never rushes you. He is always interested in your financial situation and makes every effort to help you. He is always willing to help you with questions that may come up; even at a later date. He is a true friend, one you can count on. He is very knowledgeable and keeps up to date on new issues."
Comments from Francis & Helen Jensen
"As clients of Scott the first and most important thing we have found him to be is honest and trustworthy. I had been managing our goals myself but with Scott's help, we were able to put our money into other programs with less risk and a better return. If you have questions, Scott will answer them to your satisfaction."
Comments from Kent & Elaine Christensen
"Scott always has your best interest in mind. He is friendly and a caring person. He is very professional and honest in his dealings. He helps you to do what will work best for you. He doesn't push anything on you. We appreciate all that he has done for us. We are happy with what he has done for us. We know that Scott will always be looking out for us."
Comments from Sandra K Birch
"First of all can I just say that I love Scott and Angie and Stacie and they are so friendly and willing to do whatever they can to be as helpful as they possibly can. I know Scott to be honest and truly committed to do the very best for his clients. They work hard to find the answers to questions I have, and it saves me all the confusion of trying to figure it all out on my own. One of the many qualities that stands out about Scott and his team is a real love for the work they do at Retirement Solutions."
Comments from Wayne & Mary Miller
"Scott has worked with my wife and I to match our financial goals with the concerns we had about future income and keeping my money safe from ups and downs that you get when you invest in stocks, bonds, ect. I don't like taking big risks with what little money we do have."
Comments from William & Linda CronQuist
"We appreciate your honesty. Your promptness in completing our business. Your information on keeping us up to date. Your willingness to come to our home. Your friendly and courteous manner."
Comments from Jimmie & Betty Gines
"We appreciate your honesty and willingness to help us. You take care of problems for us that we can't. It seems you have a real interest in your clients. It has been great working with you over the years."
A Licensed Insurance Agency
Toll-Free: (877) 465-6990
Local: (801) 465-6990
677 North 1890 West
Provo, UT 84601