While many Financial Service Professionals are obligated to use their company’s proprietary products, Retirement Solutions is an independent firm with the freedom to leverage a host of different companies and products based solely on their client’s needs and objectives. Wharton, founder and President of Retirement Solutions, has been providing custom tailored strategies for his clients throughout central Utah since 2000. Scott would tell you the relationships with his clients and the positive impact he can have in their lives through helping to create and execute financial strategies for their families, children and grandchildren are what he truly values.
“We have a genuine passion for helping clients address their financial goals and implement strategies for the preservation of their principal, as well as providing conservative growth strategies and guidance for legacy and estate planning.”
In addition, Retirement Solutions specializes in providing retirement planning options, that include guarantees* to help address one of the most common concerns facing today’s retirees – the possibility of outliving your income. Through the products and services we offer you can enjoy the reassurance that your retirement income is guaranteed* to last as long as you need it. At Retirement Solutions, we view it as our responsibility to understand your financial goals and aspirations so that we can leverage our knowledge and experience to help you realize them. By addressing your unique situation, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination. To schedule a complimentary no-obligation consultation, simply contact us today at (801) 465-6990!
