Retirement Solutions Utah

Retirement Solutions Utah Our goal is to be the last financial advisor you will ever need. Scott B. We welcome the opportunity to serve you.

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!

Long-term care is an expense that's easy to put off thinking about.Many people assume Medicare will cover long-term care...
09/02/2026

Long-term care is an expense that's easy to put off thinking about.

Many people assume Medicare will cover long-term care, but Medicare generally doesn't cover ongoing custodial or personal care. Certain skilled nursing or home-health services may be covered when eligibility requirements are met.

And care doesn't always mean a nursing home, it may happen at home or in an assisted-living setting.

The better question may be: “What would my plan be if I needed care?”

Questions about how long-term care may fit into your retirement plan? Give us a call at 801-465-6990.

Happy Birthday, Clare! 🎉Clare brings so much hard work, positivity, and fun to our team every day. She does an amazing j...
08/31/2026

Happy Birthday, Clare! 🎉

Clare brings so much hard work, positivity, and fun to our team every day. She does an amazing job helping with our client events, making sure every detail comes together while always keeping the team laughing along the way. Her positive attitude and willingness to jump in wherever she's needed makes her such a valued part of Retirement Solutions.

We hope you have the happiest birthday, Clare! Help us wish her a very Happy Birthday! 🎂🥳

This Week’s 401k Photo Challenge 🌅A beautiful sunrise or sunset can make any walk a little more memorable. This week’s c...
08/31/2026

This Week’s 401k Photo Challenge 🌅

A beautiful sunrise or sunset can make any walk a little more memorable. This week’s challenge is simple:

📸 Show us your best sunrise or sunset!

To enter:
✅ Walk, hike, or run.
✅ Track your kilometers or miles.
✅ Text your miles and photo to

Your photo could be featured on our social media, and you’ll be entered to win this week’s prize!

Visit adifferentkindof401k.com to learn more.

08/30/2026

The wait is over... A Different Kind of 401(k) Challenge starts NOW! 🎉

For the next 6 weeks, we’re inviting our clients, friends, and community to get outside and get moving with us!

Walk, hike, or run. Every step counts. 👟

Each time our community reaches 401 kilometers (249 miles), Retirement Solutions will donate $401 to charity, up to $4,001!

Plus, we’ll have a new photo challenge each week for a chance to win a prize and be featured on our social media.

Let’s get moving and make a difference together!
Learn more at adifferentkindof401k.com

Happy 2-Year Anniversary, Pat! 🎉 Today we're celebrating two wonderful years with Pat at Retirement Solutions! Pat has a...
08/29/2026

Happy 2-Year Anniversary, Pat! 🎉

Today we're celebrating two wonderful years with Pat at Retirement Solutions!

Pat has a natural way of connecting with people and making every client feel comfortable and cared for. She does an incredible job keeping our Delta office running smoothly, and she's always willing to jump in wherever she's needed. One thing we love most about Pat is her honesty, sense of humor, caring heart, and always striving to be better. We're so thankful to have her as part of our team.

Thank you, Pat, for an amazing two years! We appreciate everything you do and look forward to many more years together! ❤️

Retirement planning isn't just about how much you've saved - it's also about where and how you've saved it. Having retir...
08/24/2026

Retirement planning isn't just about how much you've saved - it's also about where and how you've saved it.

Having retirement income from different types of accounts may give you more options when it comes to taxes, market changes, and unexpected expenses.

A little planning today could create more choices tomorrow.

If you'd like to see how your retirement savings work together, we'd love to help. Call us at 801-465-6990.

That may be true for some people - but not everyone. Many retirees are surprised to learn that Social Security, pensions...
08/19/2026

That may be true for some people - but not everyone.

Many retirees are surprised to learn that Social Security, pensions, Required Minimum Distributions (RMDs), and retirement account withdrawals could all affect their tax picture.

That's why we believe a retirement plan shouldn't just focus on growing your money, it should also help you think about how you'll withdraw it in the most tax-efficient way possible.

Questions about your retirement tax strategy? We'd love to help. Call us at 801-465-6990.

Our team spotlight this week is Gage! As one of our office assistants, he helps keep things running smoothly while makin...
08/17/2026

Our team spotlight this week is Gage!

As one of our office assistants, he helps keep things running smoothly while making the office a lot more fun. He's always ready with a smile, a conversation, or a joke that keeps the rest of us laughing throughout the day.

Outside of work, Gage enjoys spending time outdoors fishing, hiking, and snowboarding. He's also full of surprises; he's hand-forged several knives using his own forge and anvil, has eaten squid ink pasta, and has even flown an airplane!

We're grateful to have Gage on our team and appreciate the positive energy he brings every day.

When you're working, your income usually comes from one place - your paycheck. In retirement, income may come from sever...
08/13/2026

When you're working, your income usually comes from one place - your paycheck.

In retirement, income may come from several places.

Social Security, retirement accounts, investments, and other income sources can all work together. Knowing when and how to use each one could make a meaningful difference in retirement.

That's why creating an income strategy is an important part of retirement planning.

Questions about your retirement income plan? We'd love to help. 801-465-6990

Happy 4-Year Anniversary, Jenna!🎉 Today we're celebrating four amazing years with Jenna at Retirement Solutions! Jenna k...
08/11/2026

Happy 4-Year Anniversary, Jenna!🎉

Today we're celebrating four amazing years with Jenna at Retirement Solutions!

Jenna keeps our office fun and full of laughter. She always has a story to tell, knows how to brighten everyone's day, and somehow keeps us all on track at the same time. As the leader of our client service team, she does an incredible job making sure everything runs smoothly while always being willing to jump in and help other departments whenever needed. Her dedication, leadership, and ability to handle just about anything makes her an invaluable part of our team.

Thank you, Jenna, for everything you do! We're so grateful to have you on our team and can't wait to see what next year brings! ❤️

Address

677 N 1890 W
Provo, UT
84601

Opening Hours

Monday 8:30am - 5:30am
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 9am - 3pm

Telephone

+18014656990

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