Duane Toney and Lloyd Alexander together form a team offering our clients over fifty years of combined experience in numerous avenues in the financial industry. During the past quarter of a century, we have obtained collective experience with investments, insurance, tax strategies, estate planning, generational wealth transfer, business consulting and college planning.
We provide our clients:
• A CPA’s practical approach in making clear financial decisions,
• A defensive investment style designed to grow assets while seeking to preserve values in down markets,
• Perspectives on insurance to minimize wasted premiums,
• Strategies to reduce or avoid estate and income taxes,
• Values-based generational wealth transfer, and
• 14 ways to reduce college costs.
One of our most important roles is to assist our clients in determining a suitable and appropriate asset allocation strategy by considering investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term by establishing appropriate asset allocations; however, we proactively adjust those allocations and strategies depending upon changing market conditions.
We invite you to call our assistant, Kristy, at (801) 438-2715 to schedule a visit with us today.
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