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150 E 200 N, Suite C
Logan, UT 84321

Brad Hess, CFP®

435.770.4164

 
Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

Now, more than ever, you need experienced counsel and trusted advice.  My job is to help you make smart choices about your money and avoid the mistakes you can’t afford to make.  My goal is to partner with you to fully address the complexities of a comprehensive financial plan. 

As an independent CERTIFIED FINANCIAL PLANNER™ practitioner, I can be compensated primarily on how well I serve you rather than what I sell you.  So you can always count on getting solutions and answers that are in your best interest.  With consistent and thoughtful contact, I can coordinate your overall plan to help ensure that appropriate adjustments are made as your life changes.

I invite you to contact me for a complimentary meeting.  We’ll discuss your goals and dreams and then prioritize a plan.  We’ll identify what needs to happen now to strengthen your financial security later.  I recognize that planning for the future is not a one time event, but a constantly evolving process. 

I’m here to help you along the way.

Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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