Promontory Financial Planning

240 NE Promontory ste 200, Farmington, UT 84025

Hours

Monday - Thursday 8:00am - 5:00pm
Friday 8:00am - 2:00pm

Business License #

General Info

Promontory Financial Planning is an independent Registered Investment Advisor (RIA) providing financial planning, investment consulting, and low cost term insurance.  Our goal is to provide our clients with a clear vision of their financial goals and the tools they need to reach them.

Choose to work with someone with the top designation in the industry and work with a CERTIFIED FINANCIAL PLANNER ™

We provide the following services:

Cash Flow Optimization

Risk Management: Insurance. As an independent provider we shop around your information to 10-15 top rated carriers to find the best policy for your situation. To recieve a free quote contact us and within 24 hours you will recieve multiple quotes.

Investment consulting: Expertiese on IRA's, 401k's, Trusts, Non-Qualified accounts. Mutual funds, ETF's, Individual Stocks, Bonds and Private Placements.  

Tax Planning: Tax advice to help you keep more of what you make.

Estate: Help protect your hard earned wealth and provide a lasting legacy.

Visit us at www.promontoryfp.com

To set up a free, no cost no obligation 30 minute financial review of your specific situation call 1-801-791-1081 or email info@promontoryfp.com

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