Finances are a stressful issue. No matter the household, it is beneficial to come up with a plan for your finances. Whether you are saving for retirement, your student’s college tuition, or investing in the stock market, financial planners can advise you every step of the way. Provo residents need to find a financial planner that is certified, experienced, and comes with an excellent reputation.

At Layton Wealth Management, we put our clients first. We offer Provo residents education on saving money and improve their investment skills. With us as your financial planner, we will analyze your financial situation and advise you accordingly. Before you contact us, take the time to learn about our services and how we can improve your wealth management.

Financial Concerns in Provo, Utah

Every household is different and has its own unique circumstances. There are many different reasons why you may be looking for help from a financial planner. Whether it’s preparing for retirement or supporting family members, these are some of the reasons you could be seeking better control over your finances:

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

More often than not, these are the common concerns people have when looking for financial services. However, no matter the concern, a professional will be able to provide you with advice to manage your finances. Our services can prepare you to handle any of these financial situations.

Investment Services

Planning for a rainy day will help you manage unexpected situations. Medical emergencies and layoffs at work won’t be a problem with some savings and an investment strategy. Our services are focused on building an investment portfolio, establishing savings goals, and equipping yourself with the right life insurance plan.

We provide a number of financial planning services to increase and manage your wealth. Here is a look at some of the options you have from Layton Wealth Management:

Life Insurance

This is a critical part of your savings plan. A life insurance plan will help provide for your spouse and dependents if you pass away. We will help you choose between the two types of coverage: value-accumulating and term insurance. With our services, we’ll find the right life insurance provider and agent for your situation.


There are many reasons to save money. Retirement, college, and buying a home are the most common savings plans for a household. The average spent on college is $130,000 for a public institution while a private university is $235,000. It is key to manage your money to be prepared for this expenditure.

Meanwhile, you could be thinking about buying a home or retirement. The best time to start saving is now. For example, at the right income, you can save enough to make a downpayment after a year. We can also determine the best plan of action for a retirement plan. We’ll design an individualized plan that is suited best for you and mitigates the risks.

Stock Market

The stock market can be the greatest tool for your finances. The stock market will ensure that your savings grow to outpace inflation. With a financial planner, you’ll gain a deep understanding of the stock market. As the costs and the standards of living increase, stocks will keep your savings and investments valuable.

Find A Certified Financial Planner in Utah

If you would like to start planning your future, you can trust Layton Wealth Management to reach your goals. No matter your needs, we can come up with a strategy to increase your wealth and prepare you for your future needs. If you’d like to talk about your goals, please contact us here or at 801-678-4751 to schedule a consultation!