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Retirement Planners Pleasant Grove UT

This page provides useful content and local businesses that can help with your search for Retirement Planners. You will find helpful, informative articles about Retirement Planners, including "Planning for Retirement". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Pleasant Grove, UT that will answer all of your questions about Retirement Planners.

Benjamin Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Robert Christenson
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Ray LeVitre
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Joseph Grant Olson, CFP®
(801) 785-3254
351 E. 140 N.
Lindon, UT
Firm
R.O.I. (Ronald Olson, Inc.)
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Gilbert N. Greer, CFP®
(602) 741-8988
1523 Box Elder Dr
Alpine, UT
Firm
Capital Group Inc
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided by:
J Grant Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

David Swapp
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. James A. Ferrin, CFP®
(801) 224-9867
1955 West Grove Parkway, Ste. 200
Pleasant Grove, UT
Firm
Ferrin Capital Advisors, Inc.
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Service Professionals

Data Provided by:
Daniel Whitehead, CFP®
(801) 742-5095
2975 Executive Pkwy Ste 163
Lehi, UT
Firm
pi Wealth Management
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Ben A. Olson, CFP®
(801) 785-3254
646 Sandhill Ct
Lehi, UT
Firm
R.O.I.
Areas of Specialization
Accounting, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Data Provided by:

Planning for Retirement

In the November issue of Veterinary Practice News, Mark Crootof, DMV, discusses how practice owners can plan for retirement. In this Web exclusive, he finishes up with the question of what to do with yourself once it's all said and done.

The last question to ask while planning for retirement seems obvious, but it's one which most veterinarians rarely consider: What are you going to do after you retire? Retirement may not be the extended holiday you anticipate. You’ve spent your life working hard and mostly enjoying it, so it’s unreasonable to think that abruptly you’re going to be happy sitting around for the next 30 years.

Sure, a week with your feet up is great, but soon you might find you’re itching for something to do. Because most vets work incessantly in their professional careers, the majority have not cultivated the hobbies that might otherwise fill the empty hours. To avoid post-retirement depression, you should start thinking now of how you would like to spend your time.

That trip to the French Riviera is appealing, but what are you going to do when you return? Maybe volunteer for a library, work on a political cause or lecture at veterinary schools. Or maybe you’d like to become a veterinary consultant and help others avoid making the same mistakes you made. Hey, it worked for me.

Dr. Crootof is president of Crootof Consulting and is a member of the Association of Veterinary Practice Management Consultants and Advisors

Copyright 2009 BowTie Inc.

Click here to read the rest of this article from Veterinary Practice News