Contact

© 2019 Ferrin Capital Advisors

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1955 West Grove Parkway, Suite 200

Pleasant Grove, UT 84062

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Tel: 801-756-2220

Fax: 801-756-2225

info@ferrincapital.com

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Securities and Advisory Services offered through Triad Advisors, LLC, Member FINRA/SIPC

Triad Advisors, LLC is not affiliated with Ferrin Capital Advisors

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SERVICES

STRATEGY SESSION

PHONE CALL

During this complimentary, no obligation phone call we'll discuss you, your needs, your goals, and how you can implement these strategies.

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20 min

Free

Social Security Analysis

Social Security is the biggest retirement asset for many people.  We invite you for a no-cost, no-obligation Social Security...

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1 hr

Free

Tax Return Analysis

 Let's go through your tax return and come up with strategies to reduce your taxes and make sure you aren't paying more than you are legally required...

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1 hr

Free

additional SERVICES

Retirement income planning

We are the 401(K) and retirement plan rollover specialists. After analyzing your income needs now and in the future, we will design a strategy to meet your needs for secure, reliable retirement income. We provide continual monitoring and implementation of recommendations to fund your retirement income needs. We also provide analysis and recommendations regarding your social security benefits.

Tax Reduction Planning

We review your tax situation and plan for new tax law changes. We provide an individual Income Tax Form 1040 Analysis to highlight opportunities for tax reduction strategies. We recommend tax solutions and strategies, including tax-advantaged and tax sensitive investment strategies. We can also recommend reputable CPA’s or coordinate with your current tax preparer.

Client Services and Communications

We review your tax situation and plan for new tax law changes. We provide an individual Income Tax Form 1040 Analysis to highlight opportunities for tax reduction strategies. We recommend tax solutions and strategies, including tax-advantaged and tax sensitive investment strategies. We can also recommend reputable CPA’s or coordinate with your current tax preparer.

Growth for Retirement

We create unique, personalized diversified growth strategies using ETF’s, MLP’s, CEF’s, mutual funds, stocks, bonds, gold, energy, asset classes, sectors, fixed income, real estate, private equity, and more. We provide continual monitoring and implementation of recommendations to help prepare for your retirement income needs.

Investment Service

We actively manage low-cost, fee based accounts. This means no commissions or sales charges on most transactions. We provide independent advice, active monitoring, and on-going review of your investments.lists. After analyzing your income needs now and in the future, we will design a strategy to meet your needs for secure, reliable retirement income. We provide continual monitoring and implementation of recommendations to fund your retirement income needs. We also provide analysis and recommendations regarding your social security benefits.

Family Wealth Planning

We actively manage low-cost, fee based accounts. This means no commissions or sales charges on most transactions. We provide independent advice, active monitoring, and on-going review of your investments.lists. After analyzing your income needs now and in the future, we will design a strategy to meet your needs for secure, reliable retirement income. We provide continual monitoring and implementation of recommendations to fund your retirement income needs. We also provide analysis and recommendations regarding your social security benefits.