LEHI, UTAH
Retirement Planning for Lehi & Silicon Slopes Families
You've built a career in Utah's tech corridor. Now it's time to turn those savings, stock options, and 401(k)s into a retirement that works. Local fiduciary advisor since 2009.
LEHI & SILICON SLOPES
Unique Retirement Challenges in Utah's Tech Corridor
Concentrated stock from tech employers
RSUs, ISOs, and company stock can dominate your net worth. Diversifying without triggering a massive tax bill requires careful planning.
Multiple 401(k)s from job changes
Silicon Slopes careers often mean 3-5 employer retirement plans scattered across different providers. Consolidation saves fees and simplifies strategy.
Utah tax considerations
Utah's flat 4.85% income tax and retirement tax credit create unique Roth conversion and withdrawal sequencing opportunities most advisors miss.
High cost of living along the Wasatch Front
Lehi housing costs have doubled in a decade. Your retirement plan needs to account for local inflation, property taxes, and healthcare costs.
We're Right Here in Lehi
1850 W Ashton Blvd, Suite 175. We understand the local landscape because we live and work here.
SCHEDULE CONSULTATION →30 minutes at our Lehi office or via video. We review your situation and determine if we're the right fit.
We model your income, taxes, healthcare, stock positions, and retirement accounts into a complete financial picture.
A year-by-year visual roadmap coordinating every piece: income, taxes, healthcare, and legacy.
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