Planning your finances and financial security are a major point of concern for a lot of families. Whether you are the head of household, a student, or a single parent, you don’t need to take the steps toward financial stability on your own. Families and individuals in Lehi, Utah can need access to financial planning experts to effectively manage their wealth.

Layton Wealth Management specializes in working with local Utah clients and helps them understand their finances. Finances can feel like a burden, but we can turn them into opportunities. Our goal is to analyze your financial situation, offer solutions to grow your wealth, and reach your goals. See how our services allow you to improve decision making and plan for a better financial future.

Financial Concerns for Lehi Residents

It is easy to get caught up in the day-to-day purchasing. Every household has its own unique needs and financial circumstances. While it is good to establish a budget, there a number of long-term financial concerns that can be challenging to work through. Here are some of the most common concerns for Lehi:

  • Buying a new home
  • Planning for retirement
  • College tuition
  • Wedding costs
  • Helping aging parents
  • Paying off debt
  • Making additional income

While your budget may help with everyday purchases, it is important to establish savings goals for long-term plans. It can be difficult to identify how much to set aside, but our expert advice will help you manage your finances more effectively. We provide services that will prepare you for any situation and present opportunities for growth.

Investment Services

A financial safety net is important. With the right investments, you can remain stable through medical emergencies or layoffs at work. You can earn money through investments and stocks while maintaining a healthy balance in your savings account. Our services are focused on building your portfolio, reaching savings goals, and finding a life insurance plan.

Here are some of the services we provide to Lehi residents:

Life Insurance

Life insurance goes hand-in-hand with a savings plan. In case you pass away, a life insurance plan will help provide for your spouse and dependents. We will help you decide on what plan is best for your family.

Savings

Many households have a number of financial goals. Whether you are saving for retirement, college, or a downpayment on a home, it is key to be prepared for the expenditures and manage your money. On its own, college tuition can average $130,000 for a public university and $235,000 for a private institution.

With the right income and savings plan, you can make a downpayment on a home in a year. Regardless of your goal, a retirement plan is critical to your future. We will help you determine a plan that suits your lifestyle and allows you to reach your goals while mitigating the risks.

Stock Market

The stock market has proven to grow savings at a rate that outpaces inflation. Our financial planners will teach you what you need to know to create a successful investment portfolio. We will help you grow your wealth through your investments. You can keep your savings valuable as the standard of living increases.

Find A Certified Financial Planner in Utah

Lehi families and individuals can start planning their financial futures today. No matter your needs and financial circumstances, Layton Wealth Management will provide you with a plan that will help you reach your goals. We offer individualized help to strategize your wealth management and increase your savings. To get started, contact us here or at 801-678-4751 to schedule a consultation!