As hosts of Guiding Utah’s Financial Future, Scott and Steven discuss comprehensive, values-based financial planning with an emphasis in tax-reduction strategies for individuals and businesses. They believe everyone should understand what they can do to feel confident about their financial futures through truly proactive and holistic planning.
"When your values are clear, your decisions are easy."
Roy Disney
Securities and Advisory Services offered through Centaurus Financial, Inc., a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Utah, Colorado and Arizona.
SDP Personalized Planning and Centaurus Financial, Inc. are not licensed to provide tax advice. Any advice given should not be considered as tax advice, and clients should consult with a professional tax advisor before making any decisions that could impact their finances.