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Ricks & Company

(50)

Tax Planning & Preparation, Accounting & Bookkeeping, IRS Problem Resolution

“Although I always feel ill prepared with the documents and info I need, Mike always makes working with him easy and smooth, and being able to do so remotely is just icing on the cake.”

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New Millennium Group - Financial Advisors

(50)

Tax Planning, Retirement Planning, Investment Services

“I've been with Derek for over 7 years and he has taken my retirement money and giving me a decent retirement I recommend him highly he is an honest and very helpful friend.”

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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

Supporting Loved Ones: Your Source for Financial Guidance In recent years, our world has experienced greater levels of uncertainty. Unexpected global events have left a mark on our economy, leading to heightened concerns about what lies ahead. A strong financial plan is something that can help you feel stable and in control when the circumstances around you are unpredictable. ‍ As our valued client, you’ve recognized the importance of this; with an established financial plan, we hope you're no longer vulnerable to sleepless nights created by alarming headlines about inflation or impending economic downturns. Although life continues to be uncertain, collaborating with a reliable financial advisor to craft a road map for your future helps you know your finances are prepared to mitigate any impact of global events. As you think about the ways your plan has served you, we’d like to ask: Can you think of someone in your circle who might find the same kind of value in a partnership like this?

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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)

Team

“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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Genwealth Advisory Group

(20)

Team
Investment
Information

“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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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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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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Phibbs Financial

(9)

“We feel so lucky to have made the choice to go with Phibbs Financial and would highly recommend it to our friends and family.”

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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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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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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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Cross & Associates

(10)

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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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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Mountain Valley Mortgage

(13)

Questions
Refinance
Rate

“We did get a couple quotes for refinancing and found all other companies to be really high in their closing costs- other companies wanted $7- $8k, whereas; Mountain Valley Mortgage was somewhere between $1500-$2k, plus they dropped our interest rate ...”

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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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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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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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Arbiterpaytm

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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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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.

Ricks & Company

New Millennium Group - Financial Advisors

Taylor Proactive Team

Net Worth Advisory Group

Prince Hansen Group

Capita Financial Network

Genwealth Advisory Group

David J Farnsworth CPA & Associates

Heritage Wealth Management

Phibbs Financial

401GO

Automated Payment Systems

LPL Financial

K M Larson & Co, Cpas

Cross & Associates

Baxter Financial Services

Mountain Valley Mortgage

Dfpg Investments

Olympus Peaks Financial

Issuer Consulting

Arbiterpaytm

Harrington Wealth Services

Porch Financial

Harris Financial

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

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