Broker Check

150 E 200 N, Suite C
Logan, UT 84321

Brad Hess, CFP®

435.770.4164

 

Products & Services

I provide assistance in the following areas:

Investments

  • Fee Only Managed Portfolios
  • Asset Allocation Models
  • Mutual Funds
  • UITs
  • ETFs
  • Bonds
  • Common Stocks
  • Government Securities
  • Variable and Fixed Annuities

Account Types

  • Advisory Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Education IRA

Financial Planning

  • Retirement Planning
  • 401(k) Planning
  • 403(b) Planning
  • Profit Sharing Plans
  • Estate Plan Guidance

Insurance

  • Group Health Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Life Insurance