Mitch Simkins
For Business Owners: Value Enhancement: We help you value and increase the value of your business. Life Plan Calibration: We align your life plan with your business potential, providing a roadmap to achieve your goals. Your business might be your largest and most prosperous asset and shouldn't be ignored in your plan. Flexible Exit Strategies: We offer flexible planning for how you exit your business.
For Individuals: Asset Management: We assist in evaluating and managing your personal assets. Return on Life (ROL): Through in-depth planning and sophisticated analytical tools, we plan to increase your ROL. Comprehensive Solutions: We consider your financial and risk complexities, resolving them ourselves or leveraging our broad network of professionals.
For All: We help you experience tomorrow's vision today and create a roadmap to get there.
On a personal note, because life is about more than money and money should be used to enjoy life, I work to model this in my own life. My success has helped me focus on the things in life that matter most: family, friends, faith, and service. My greatest 'pay' is experiencing my clients enjoy what they value most. My wife Mary and I have enjoyed living in the Salt Lake Valley for nearly three decades. We have four children and two grandchildren, and stay busy participating in their activities and supporting their goals. I love to mountain bike, golf, ski, and fish.
Our Team
Brock enjoys working with individuals and families to help them strategically utilize their financial resources to match their values, reach their goals, and pursue fulfilling lives. He prides himself on being a curator of great ideas and unique strategies to help those he works with achieve financial security. A CERTIFIED FINANCIAL PLANNER™, Brock received his undergraduate degree from Utah Valley University with a concentration in Personal Financial Planning and a minor in Business Management. He is an avid reader and podcast enthusiast who is obsessed with continuously learning and growing. Brock and his wife, Shelby, are based in Pleasant Grove, Utah, with their children, Briggs and Covey. Brock relishes time with family and friends, as well as fishing, hiking, and fantasy football.
Connect with Brock on Linkedin
5416538
302050
UT
18
Individual Investors, Businesses
Education Funding and Planning, Financial Planning for Businesses, Risk Management, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, Wealth Management
Yes
Yes
Yes
Yes
I have a clean record
I have a clean record
Series 7, Series 66
Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Phone, Our Offices, Video Conference
Fee-Based
$500,000
Based on Assets, Flat Fee
70
$70,000,000
Yes
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
Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.
