Financial independence in Lehi, Utah

B.O.S.S. Retirement Solutions and Advisors | Lehi Office is a finance institution located at 3400 North Ashton Boulevard in Lehi, Utah, United States. Our office is conveniently situated in the heart of Lehi, UT, in the beautiful Silicon Slopes area, making it easily accessible from anywhere in the Salt Lake Valley. At B.O.S.S. Retirement Solutions, we offer personalized services to help you take control of your retirement planning. Our team of financial advisors will work closely with you to create a comprehensive retirement plan that aligns with your goals and unique needs. We can help you maximize your social security benefits, minimize taxes in retirement, and create a well-diversified portfolio to minimize risks.

Gateway Financial Planning, located on Bluegrass Boulevard in Lehi, Utah, is a finance institution dedicated to providing families and businesses with innovative financial strategies to improve their overall quality of life. As a state-registered investment advisor, our mission is to offer custom-tailored investment strategies and asset management services to meet the short and long-term financial needs of our clients. At Gateway Financial & Estate Planning, Inc., we prioritize building strong, long-lasting relationships with our clients and always put their interests first as fiduciaries. We offer full transparency through separately managed accounts and strive to help our clients achieve financial independence through creative solutions and personalized financial planning.

Morgan Law - Trust & Estate Planning is a reputable institution located at 211 East Main Street, Lehi, Utah, United States. Specializing in estate planning, their team of expert lawyers is dedicated to helping clients navigate the complexities of Utah Estate Law. Whether you need assistance with a simple will or a complex trust, Morgan & Associates ensures that every document is drafted clearly and accurately to provide peace of mind for you and your loved ones. With offices in Lehi and Santaquin, Utah, Morgan & Associates offers in-home meetings for your convenience, making estate planning more accessible. Unlike other attorneys who use generic forms, Morgan & Associates takes the time to customize each document according to your specific needs and circumstances, ensuring that your plan is tailored to you.

Connor Group is a leading accounting and finance institution located at 3401 North Thanksgiving Way in Lehi, Utah, United States. Our team of experts provides practical solutions for the toughest challenges faced by world-changing growth companies. From complex finance to operational and technology needs, we help lay the groundwork for your future success. Our clients have praised us for our invaluable assistance during important transitions, such as major acquisitions or IPO processes. We work closely with internal accounting teams and independent public accountants to ensure deadlines are met and issues are resolved efficiently. Our commitment to excellence and professionalism consistently exceeds expectations.

Self Employed Tax Experts is an accounting and finance institution located at 2961 West Maple Loop Drive in Lehi, Utah, United States. Our main focus is to work with 1099 Independent Contractors to help them achieve their financial goals. Income tax can be complex and stressful for self-employed individuals, so we specialize in assisting those who receive income as a 1099 contractor in various industries such as Door 2 Door Marketing, Construction, Pest Control, Solar and Energy Improvements, Rideshare, Cosmetology, Personal Training, and more. We offer services such as Annual Income Tax Returns, Quarterly Payroll, Tax Planning, LLC/SCORP Setups, and regulatory guidance to ensure your success. Our team of experienced entrepreneurs can help keep your expenses in order and save you money during tax season. We also provide top-notch payroll services so you can focus on what matters most. Whether you are a small business owner, 1099 contractor, or individual in need of tax assistance, Self Employed Tax Experts is here to help you succeed.