Your trusted advisor for life.

Financial Planning

Our Financial Planners are all held to the highest standards of the CERTIFIED FINANCIAL PLANNER™ designation.

The Standards of Professional Conduct (Standards) define financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.”

The six steps to the financial planning process:

  1. Establishing and defining the client-planner relationship
  2. Gathering client data including goals
  3. Analyzing and evaluating the client’s current financial status
  4. Developing and presenting recommendations and/or alternatives
  5. Implementing the recommendations
  6. Monitoring the recommendations

Financial Planning Videos

Asset Protection Service

MDF Estate Planning Services, Inc. is a licensed corporation in the state of Utah and Nevada.  Its purpose is to educate people on the most effective manner of owning their property to avoid the common pitfalls of Probate, Excessive Estate Taxation, Liability to Assets and how to avoid those liabilities.

Most of the estate, tax, and financial planning that is done with MDF programs involves the use of Trusts.  Not just living trusts though, but many other specialized and useful trusts.  These other trusts go far beyond the living trust, and create some important benefits.