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Taylor Proactive Team

(50)

Tax Services, Overview, Books & Business Advisory

“He is also proactive with, and cares about, his clients: an example is when Covid hit, he sent out emails to all his clients informing them of the PPP loan programs, how to apply for them, and how to get some or all of those loans forgiven, if war...”

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Net Worth Advisory Group

(46)

Fee
Retirement
Market

“Consultations are free and you won't be meeting with a sales person, you will be meeting with a financial advisor who will give you honest answers and feedback concerning your financial positioning.”

Featured

See a Sample Financial Plan Many of us have heard over and over the benefits of working with a financial advisor to create a financial plan. But have you ever wondered what that actually looks like? And how to know if it’s worth the fees before you actually hire an advisor? If so, this article is for you. Because we develop custom financial plans for each client, it’s no easy task to provide one without working with you extensively. However, we wanted to create something that could help you better understand what your potential financial plan could look like so you can see the benefits a plan could bring to your financial life. If you choose to work with us, here is a sample of what you can expect.

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New Millennium Group - Financial Advisors

(50)

Investment
Retirement
Life

“Whenever we have had questions or are in need of assistance the Financial Advisors have been very responsive to address our needs and ensure our investments are working for us.”

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Genwealth Advisory Group

(39)

Team
Investments
Options

“We moved our assets to Gen Wealth and, after 10 years and two previous financial advisers, we finally saw a constant increase in our combined holdings, which was not the case previously.”

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Prince Hansen Group

(13)

Accounting, Tax Preparation, Bookkeeping

“We have been working with Doug Hansen for our business and personal accounting and tax preparations needs for 16 years and have found him extremely knowledgeable and very easy to work with.”

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Capita Financial Network

(16)

“Not only does Mike and his team manage my money, but I have referred my friends and even mother in law.”

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Cross & Associates

(11)

Bookkeeping/Write-up, Accounting Services, International Taxation

“I have use Cross and associates for 10+ years they are very professional and they have never finished my return in which I paid less taxes than I thought was possible.”

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Heritage Wealth Management

(13)

Goals
Expertise

“I recommend them very highly and know that anyone that has the opportunity to associate with them in anyway will be exceptionally pleased with the outcome.”

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David J Farnsworth CPA & Associates

(5)

“Excellence,worth the tax preparation experience doldrum,obligation and mandate imposed for our "tax benefits "...”

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Phibbs Financial

(12)

“With the retirement plan that he drafted for us, even though I feel I am a little late in the game, I feel much more confident now with having enough for retirement.”

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401GO

(5)

“Updating this review because 401 Go really worked hard to make this error right by correcting it and offering us a small amazon gift card and a few months off for the mistake.”

FAQs

Who files the form 5500?

The 5500 form is an annual tax requirement for every 401(k) plan. It reports general contribution information and helps ensure plan compliance. 401GO will prepare the form, as well as sign and file it. We ask plan sponsors to review it before we file. Many providers will prepare the form but will not take responsibility to sign and file it.

Do you charge per employee or per participant?

Many 401(k) providers charge per eligible employee. 401GO charges only for those employees who actively participate in the plan. Our base price is $9/participant and we offer discounts for those with 50+ participating employees.

What's the difference between a 401(k) and an IRA?

Many details differentiate a 401(k) from an IRA. The main difference is that only an employer can sponsor a 401(k) while an IRA is available without sponsorship. Another difference is the contribution limits. An IRA only allows for $6000/yr in contributions while a 401(k) allows for $20,500/yr (in 2022), depending on age. Employers are allowed to contribute matching funds AND profit-sharing funds in a 401(k), while these are not allowed in an IRA. And, 401(k) plans offer substantial tax benefits to employers, while IRAs do not.

What is an MEP?

An MEP is a Multiple Employer Plan. This is a 401(k) plan that has two or more unrelated employers within it. MEPs are usually sponsored by PEOs (Professional Employer Organizations), business associations, or chambers of commerce. Employers often choose to join an MEP because pricing is reduced using economies of scale, as well as a few other useful benefits. READ MORE

How do 401GO partnerships differ from others?

While some platforms compete with advisors, we recognize that they improve outcomes, so we actively seek to include them on as many plans as possible. We prefer our clients to have an advisor-led retirement experience. We offer advisors a robust partner portal that allows them to monitor their plans, pull reports, and even create fund lineups if they choose to. Ask us for a demo to get a full picture of all the features available.

You can find more answers to some of our most commonly asked questions on the FAQ page of our website.

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Automated Payment Systems

(1)

“Personable service.”

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K M Larson & Co, Cpas

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, independent professionals, and high net worth individuals. Please contact us for an initial co...”

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LPL Financial

“I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations...”

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Baxter Financial Services

(13)

Job

“However, after reviewing our last tax return, the mortgage lender told us that our accountant, Neil Baxter, had done such a great job at doing our taxes that it appeared we weren't making much rental income.”

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Dfpg Investments

(1)

“I look forward to one day going inside to see what it looks like.”

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Issuer Consulting

Capital Raising, Mergers and Acquisitions, Corporate Marketing

“Our professional consulting services are designed to help you with your securities compliance and public company corporate needs. Our seasoned representatives have the expertise to guide you through very complex to every day issues regarding your sec...”

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Olympus Peaks Financial

Estate Planning, Retirement Planning, Risk Analysis

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

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Harrington Wealth Services

“Our first priority is helping you take care of yourself and your family. We believe in establishing confidence before we evaluate finances or discuss investment strategies. We want to learn more about your personal situation, identify your dreams and...”

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Porch Financial

“We continue to focus on creating technology that enhances the advisor and client relationship. While many technologies today seek to replace the advisor from the life insurance sale, Porch believes the advisor will continue to be the foundation of th...”

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Harris Financial

Cetera Research, Useful Links

“Whether you are an employer seeking group beneﬁts for your employees or an individual desiring a speciﬁc beneﬁt plan for your family, Harris Financial can identify and maintain the best benefit options for your family, business or both including Medi...”

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Haynie & Company

(45)

Business Consulting & Advisory Services, Audit and Assurance, Investment Fund Audit Services

“Not only are they extremely responsive, professional, and knowledgeable, but they offer suggestions and provide information in a helpful way for your own specific business.”

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Ascent Law

(43)

Asset Protection, Appeals Law, Estate Planning Law

“From the moment he picked up the phone, I instantly felt better about the situation I was calling for, he made the difference for me and ultimately is the reason I retained Ascent Law after calling and considering multiple law firms.”

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Butler Tax & Accounting

(48)

“If you want to feel like you matter as a client and are looking for exemplary customer service, I STRONGLY recommend Butler Tax & Accounting for all your needs.”

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Average Cost	$3476
Minimum cost	$1159
Maximum cost	$9849
Avg Per Hour Rates	$348

Best Financial Advisors in Sandy, UT

The highest-rated Financial Planning & Wealth Management companies out of 113 vetted & reviewed in the Sandy area.

Taylor Proactive Team

Net Worth Advisory Group

New Millennium Group - Financial Advisors

Genwealth Advisory Group

Prince Hansen Group

Capita Financial Network

Cross & Associates

Heritage Wealth Management

David J Farnsworth CPA & Associates

Phibbs Financial

401GO

Automated Payment Systems

K M Larson & Co, Cpas

LPL Financial

Baxter Financial Services

Dfpg Investments

Issuer Consulting

Olympus Peaks Financial

Harrington Wealth Services

Porch Financial

Harris Financial

Haynie & Company

Ascent Law

Butler Tax & Accounting

Retirement Planning and Investment Management Services in Sandy, UT Cost Estimates

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Wealth Management Advisors near Sandy

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