VETTED
Joey Hyde
Tel: 801-792-4933 2701 N Thanksgiving Way, #100 Lehi, UT 84043
About Joey Hyde
Before becoming a financial planner, I spent years on the other side of the table. At Intermountain Health, SpaceX, and Extra Space Storage, I managed 401(k) plans, pensions, and employee benefits, giving me an insider's understanding of how employer retirement and benefits programs really work. Today, as a financial planner with Allegis Financial Partners, I bring that real-world experience to comprehensive planning for people at every stage of life whether you're growing your savings, navigating a career change, or building a lasting retirement income strategy. My focus is simple: helping you make confident, informed decisions with the money you've worked hard to earn.
About Allegis Financial PartnersAllegis Financial Partners is a comprehensive financial services agency dedicated to helping individuals, families, and businesses build stable, proactive pathways toward their long-term financial goals.
See DisclosuresGeneral Information
Name of Broker/Dealer:
ONEAMERICA SECURITIES, INC.
States Licensed in:
UT
Work with the following types of clients:
Businesses, Individual Investors
Advisory Services Provided:
Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals
Services
Investment Types:
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Email, Our Office, Phone, Video Conference
Compensation and Fees
Fee Structure:
Fee-Based
Compensation Methods:
Based on Assets, Commissions
Fee % Based on Assets:
1%
Education
MBA:
University of Utah
09/01/2003 - 06/01/2005
Financial Planning for Individuals
Our individual financial planning service delivers an actionable blueprint for your entire financial life. We analyze your current cash flow, debt structures, savings rates, and major milestones to build an adaptive roadmap. This dynamic planning process evolves alongside your career, helping you make informed financial decisions with clarity and confidence.
Retirement Planning
True retirement security requires moving from asset accumulation to strategic distribution. I design comprehensive accumulation models, evaluate cash-flow requirements, and optimize Social Security and pension timing. My focus is ensuring your assets generate sustainable, inflation-adjusted lifetime income while protecting against the risk of market downturns in the critical early years of retirement.
Portfolio Management
My approach to portfolio management starts with your plan, not with products. Once we've defined your goals, time horizon, and comfort with risk, I build a portfolio strategy designed around them, drawing on institutional-quality investment strategies and professional money managers while remaining your personal point of contact for oversight and adjustments as your life changes. Rather than chasing markets, I focus on aligning every investment with its purpose in your plan, whether that's growth, income, or protection, and keeping your strategy on course through every market cycle.
401K Rollovers
Having managed 401(k) and pension plans from the employer side, I know these accounts inside and out. When you leave a job or approach retirement, you typically have several options: leaving your money in the old plan, moving it to a new employer's plan, rolling it into an IRA, or taking a distribution. Each path carries different implications for fees, investment choices, and long term flexibility. I help you weigh those options objectively and choose the one that genuinely fits your situation. If a rollover is the right fit, I handle the process from start to finish so nothing falls through the cracks.
Wealth Management
Wealth management is about more than investments. It's the coordination of every piece of your financial life into one coherent strategy. I bring together your investment portfolio, retirement accounts, insurance protection, and estate goals so they work in concert rather than in isolation. As your circumstances evolve, whether through career changes, family milestones, or the transition into retirement, I adjust the strategy so your wealth continues serving what matters most to you. My goal is to be the one advisor who sees the whole picture and helps you make every financial decision with confidence.
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
3 Years of Experience
Compliance
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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