Financial planner Edelman Financial Engines 2795 E Cottonwood Pkwy Suite 670, Salt Lake City, UT 84121

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Education Savings Strategies

How Engagements Work

When you engage with Edelman Financial Engines, you can expect a thorough consultation to discuss your financial situation, goals, and aspirations. They will help you understand your options and develop a tailored plan to meet your needs. Be prepared to share relevant financial documents to get the most out of your consultation.

What Documents to Bring

To make your consultation as productive as possible, consider bringing the following:

• Recent tax returns
• Investment account statements
• Retirement account statements
• Insurance policies
• Any existing estate planning documents

Frequently Asked Questions

• What is the role of a financial planner? A financial planner helps you create a roadmap for your financial future, including budgeting, saving, and investing.
• How do I know if I need a financial planner? If you have complex financial situations or specific goals, a financial planner can provide the expertise needed to help you navigate these challenges.
• What can I expect in my first meeting? Your first meeting will typically involve a discussion of your financial goals and an overview of your current financial situation.
• How are financial planners compensated? Compensation structures can vary; some planners charge a flat fee, while others may take a percentage of the assets they manage.
• Will you help with tax planning? Yes, tax planning is an integral part of the services they provide to help minimize your tax liabilities.
• Can I work with a planner remotely? Many financial planners offer virtual meetings, making it easier to connect regardless of your location.
• How often should I meet with my financial planner? It’s typically advised to meet at least annually, but this may vary based on your needs and changes in your financial situation.
• What is the difference between a financial planner and a financial advisor? While the terms are often used interchangeably, a financial planner typically focuses on creating comprehensive financial plans, whereas a financial advisor may provide more specific investment advice.