Olympus Peaks Financial

We would like to welcome Kyle Woodbury to the OPFL team! Kyle joins us as a Client Service Associate and soon to be Financial Advisor. He is finishing his last year at The University of Utah earning a Finance Degree. Welcome Kyle!

We have a new website! Check it out at www.olympuspeaks.com. We now have a free risk assessment tool available along with articles related to financial planning and different investment options. Contact us if you have any questions. We would love to hear from you!

Registered Investment Advisors We provide financial planning services along with risk evaluation and analysis. Our goal is to ensure everyone makes the best financial decisions they can.

Sometimes just being tight with your money isn't enough to pay the bills in retirement. For a retirement check up, give us a call.

With the recent tax law changes, we thought this article had some great information. If you have an investment account and make charitable contributions there may be a way to make it more tax efficient for you, even if you are below the age of 70 1/2. Feel free to give us a call to talk through your options, 801-566-3510.

Tax Alerts For Advisors To Share With CPAs These three notices will help accountants with your clients’ 2018 tax returns.