Do you have a physical office in Lehi?

Yes, we're located right here in Lehi, serving the Silicon Slopes community. We offer both in-person meetings at our office and virtual consultations for your convenience.

Do you work with tech employees retiring from Silicon Slopes companies?

Absolutely. We help tech professionals from companies like Adobe, Microsoft, and other Silicon Slopes employers navigate stock options, 401(k) rollovers, and retirement planning specific to tech industry compensation.

What makes you different from other Lehi financial advisors?

We're fiduciaries specializing exclusively in retirement planning with no commission conflicts. We focus on families with $500K+ assets and provide comprehensive planning that coordinates all aspects of retirement.

How do you help with Utah state tax planning?

Utah's 4.85% flat tax creates unique planning opportunities. We help optimize Roth conversions, withdrawal strategies, and income coordination to minimize your Utah tax burden in retirement.

Retirement Services

A written plan for every dollar of your retirement.

Tax-efficient withdrawal sequencing, Social Security timing, portfolio design, and estate planning — built to work as one integrated strategy.

See our approach

Core Services

Retirement Money MapA clear plan for every dollar in retirement Tax-Efficient StrategiesMinimize taxes with smart withdrawal sequencing Portfolio ManagementDiversified portfolios aligned with your timeline Social Security OptimizationTime your benefits to maximize lifetime income Estate & Legacy PlanningProtect your family and pass wealth efficiently

Specialty

401(k) & IRA RolloversMove old accounts into a better plan Roth ConversionsTax-free growth and withdrawal strategy Medicare & IRMAAAvoid hidden premium surcharges AnnuitiesWhen they fit — and when they don't

Federal Benefits

Federal Employee Benefits

FERS done right. By people who actually know the system.

Pension timing, TSP strategy, FEHB vs. Medicare, survivor elections, and the mistakes that cost federal employees hundreds of thousands in retirement.

Explore federal hub

Plan Your Benefits

FERS RetirementPension timing and computation FERS SupplementBridge income before Social Security TSP PlanningOptimize your Thrift Savings Plan FEHB in RetirementFEHB vs. Medicare at 65 FEGLI AnalysisLife insurance choices for federal retirees

Tools & Resources

FERS Pension CalculatorEstimate your pension in 60 seconds Federal Retirement TaxesState and federal tax strategy Retirement ChecklistThe essential pre-retirement walkthrough Federal Benefits WorkshopIn-person and online training

SDBA

Self-Directed Brokerage Accounts

Take control of the money in your 401(k).

If your employer plan offers an SDBA window, you can move beyond the default fund menu into a professionally managed portfolio — without leaving your plan.

Learn how SDBA works

How SDBA Works

SDBA OverviewWhat it is and how to tell if you qualify

Get Started

Schedule a VisitTalk to an advisor about your plan

Our Team Resources

Client Login Schedule a Visit

A written plan for every dollar of retirement — tax sequencing, Social Security timing, portfolio design, and estate planning working as one.

Core Services

Retirement Money Map Tax-Efficient Strategies Portfolio Management Social Security Optimization Estate & Legacy Planning

Specialty

401(k) & IRA Rollovers Roth Conversions Medicare & IRMAA Annuities

FERS done right — pension timing, TSP strategy, FEHB vs. Medicare, and survivor elections. By people who know the system.

Plan Your Benefits

Federal Benefits Overview FERS Retirement FERS Supplement TSP Planning FEHB Retirement FEGLI Analysis

Tools & Resources

FERS Pension Calculator Federal Retirement Taxes Retirement Checklist Federal Benefits Workshop

Take control of the money in your 401(k). Move beyond the default fund menu into a professionally managed portfolio — without leaving your plan.

SDBA Overview

Our Team Resources

Schedule a Visit Client Login

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Retirement Planning Lehi

Lehi's Trusted Retirement

Advisor.

Right here in Silicon Slopes — retirement planning for Lehi families. Local expertise, fiduciary advice, and comprehensive planning for tech professionals and Utah County residents ready to retire with confidence.

Schedule Local Visit

"Right here in Silicon Slopes — retirement planning for Lehi families."

Mike Stevens

Ready to plan your retirement?

As your local Lehi retirement planning specialists, we're here to help Silicon Slopes families transition from high-earning careers to confident retirement. Schedule a visit at our Lehi office or meet virtually.

Schedule Your Lehi Visit

Local Lehi Expertise

Capital Wealth