“If You Were Me, What Would You Do?”

Isn’t this what you really want to ask a retirement planning expert?
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Wouldn’t It Be Great...

..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”
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Kiplinger Market Watch
Retirement Planning

Salt Lake City

Calendar of Events 2025

FEBRUARY

ERG Office
Galentine's Event
Elevate your heart health, and wealth at our “Galentine’s” event! Bring your bestie (friend, sister, mom, neighbor, co-worker) and enjoy an evening of sips and snacks, supporting the American Heart Association, learn CPR, and tips to improve women’s health and wealth. *Men are encouraged to attend too. 

MARCH

Jordan Commons
Client Referral Event
The Psychology of Retirement Movie Event

APRIL

ERG OFFICE
Client Education Event
Cybersecurity

MAY

Client Appreciation Event
DAYBREAK FIELD
Bee’s Game- Family Night for Clients and Employees

JUNE

ERG OFFICE
Client Education Event
Estate Planning and your Retirement

AUGUST

ERG OFFICE
Client Education Event
Tax Planning for 2026

SEPTEMBER

EIGHT SETTLERS DISTILLERY
Client Referral Event
Whiskey/Wine and Wisdom Tasting Experience

OCTOBER

ERG OFFICE
Client Education Event
Social Security and Medicare

DECEMBER 4th

ERG OFFICE
Client Appreciation Event
Annual Holiday Party

*All Events and Locations are Subject to Change. Dates/Times are TBD.

We're Drowning In Information, But Starving For Wisdom.

There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?

Work Together Closely

We work closely with families just like yours to develop a path to a more clear and secure financial retirement.

Always In Your Camp

Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.

Retirement Is Complex

There has never been a more critical time to find professional advice-givers that you can trust.
Learn About Our Process
Complete retirement planning process

We’re Driven To Understand Your Why Before We Get To The How

After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?
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