Retirement Services
Retirement Planning in Utah
Whether you’re preparing for your own retirement or supporting aging parents, we help you build a strategy that integrates smart tax moves, Social Security timing, Medicare decisions, and income planning—so your money lasts and your plan fits your life.
Are You on Track for the Retirement You Want?
Not sure when to claim Social Security or how your 401(k) fits into your income strategy? We help clients across Utah create retirement plans that are realistic, tax-efficient, and built for peace of mind.
We Help You:
Create a retirement budget and define your goals
Estimate your Social Security income
Identify and optimize retirement income sources
Evaluate your health insurance and Medicare options
Navigate tax strategies that can stretch your savings further
Retirement Income Planning
Make Your Money Last with a Personalized Withdrawal Strategy
You’ve worked hard to save—now it’s time to make those savings work for you. We take all your retirement income sources and develop a sustainable, tax-smart distribution plan built around your life.
Our Income Planning Approach:
Combine income sources like Social Security, pensions, IRAs, and 401(k)s
Apply tax-efficient withdrawal strategies (Roth conversions, sequencing)
Align your investments with your retirement income goals
Account for inflation, healthcare costs, and long-term care needs
Let's Plan for the Retirement You Deserve
Whether you’re navigating retirement decisions for yourself or helping your parents plan with confidence, we’ll help you coordinate all the moving parts—Medicare, Social Security, tax planning, and income strategies—into one clear plan.
Simple Strategies LLC© 2025 All Rights Reserved. Advisory services are offered through Promontory Financial Planning, a Registered Investment Advisor. The content on this website is for informational and educational purposes only and is not intended as personalized financial, investment, tax, or legal advice. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional regarding your individual circumstances.
Financial Planning in Utah focused on creating simple strategies to manage your complex life.
Connect with us
[email protected]
801-941-8612
©2025 Simple Strategies All Rights Reserved. Powered by Tango Advisor Marketing