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Investment Management Firms Magna UT

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Robert Christenson
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

David Swapp
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Kent Wilson
Wilson Financial Advisors, Inc.
(801) 355-5210
50 South 600 East, Suite 250
Salt Lake City, UT
Expertises
Planning Issues for Business Owners, Advising Medical Professionals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA

Thomas Fritz
Wilson Financial Advisors, Inc.
(801) 355-5210
50 South 600 East, Suite 250
Salt Lake City, UT
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, College/Education Planning, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Paul Winter
Five Seasons Financial Planning
(801) 272-0902
4505 S. Wasatch Blvd., Ste. 290E
Salt Lake City, UT
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, College/Education Planning, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, EA, MBA

Ray LeVitre
Net Worth Advisory Group
(801) 566-6639
9980 South, 300 West
Sandy, UT
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

James Zeberlein
Z Financial Planning LLC
(800) 918-1790
2150 S. 1300 E., Suite 500
Salt Lake City, UT
Expertises
Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Estate & Generational Planning Issues, Investment Advice without Ongoing Management, Insurance Related Issues, including Annuities, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

John Bird
Albion Financial Group
(801) 487-3700
812 East 2100 South
Salt Lake City, UT
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Financial Issues Between Generations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFA, CFP®, MBA

Debra Knotts
Albion Financial Group
(801) 487-3700
812 East 2100 South
Salt Lake City, UT
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

Denise Smith
Financial Planning Office LLC
(801) 466-4101
1308 South 1700 East, Suite 208
Salt Lake City, UT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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