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Estate Planning

Manage your assets your way on your timeframe

Business Savings Accounts

Ensure that when the time comes, your healthcare wishes and asset distribution are followed exactly the way you choose.

Service Provided By

Investments & Life Planning
(801) 223-7502
3333 North Digital Drive Ste. 200
Lehi, UT 84032

[email protected]

Estate Planning plays an essential role in effectively managing your assets and affairs over the course of your life, as well as ensuring that when the time comes, your assets and wealth will be distributed exactly the way you choose. 

A solid estate strategy can also designate someone to manage your financial affairs, should you be unable to do so, and make certain that your healthcare wishes are clearly understood and followed, even if you’re unable to communicate.

Commercial Real Estate Loans

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(801) 223-8188
Mon – Fri: 8:00 am – 6:00 pm
Sat: 9:00 am – 2:00 pm

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