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This is Chris Redgrave for Zions Bank Speaking on Business.
Our country is one of the richest nations in the world yet did you know that out of 100 people who start working at the age of 25, by age 65 only 1 percent is wealthy and only 4 percent have enough saved up for retirement? However, a study in 2010 revealed the Boomers age 46-64 will stand to inherit $11.6 trillion. That's why financial advisors like Ryan Smith and Dan Luke of Diversified Financial Planning make sense.
In a time when many financial planners are contracting, this firm is expanding. In fact, they were named as one of the100 Fastest Growing Companies in Utah, the only financial planning firm in several years to receive this award. They're also listed as one of Utah's Premier Advisors.
Ryan and Dan take a conservative approach to financial planning. They strive to keep the client's best interest in mind no matter what. If a client comes to them with too much debt and no emergency savings, their best practice is to advise them to hold off. It works too since clients who find them stick with them.
Prior to opening Diversified Financial Planning, the owners were working for a large Wall Street active financial company. Although they were successful, they were limited in what investments they could offer and felt frustrated at the push to sell products not in their clients' best interest. That's when they decided to go out on their own.
Previously financial planning consisted of thinking as long as there was money left at the end of the month that meant all was well. But today, a well-devised plan is essential. Ryan and Dan can help you develop one through Diversified Financial Planning and DFP Investments, a branch of OMNI Brokerage, Member FINRA/SIPC.
At Diversified Financial Planning, Ryan and Dan understand that people work hard to earn money and assets and take that very seriously when advising clients. They feel if they do it the right way, clients will always come back to them.
For Zions Bank, I'm Chris Redgrave, speaking on business.
Diversified Financial Planning 406 W. South Jordan Pkwy., #200 South Jordan, UT 84095 801-467-5115 www.dfpadvisors.com
