Retirement Planning and Wealth Management

                                     Serving Utah and the Southwest

As with much of life, commitment and consistency are important keys to success in our financial goals. Our financial planning process is designed to help you stay focused on a clear and defined path, while tuning out the noise and confusion of news headlines and mis-information. We utilize simple, proven techniques aimed at helping families and small businesses build and preserve lasting financial security.

With special emphasis on helping baby boomers and small business owners prepare for the retirement transition and beyond, we are known for our caring and competent guidance in coordinating and implementing strategies that help clients provide clarity and confidence for a successful final third of life!

If you have had questions about your 401(k) plan and rollovers, lifetime retirement income, social security strategies, annuities, Roth IRA's, life insurance, long term care, estate planning, or just general financial planning questions, you will find us willing to share realistic answers and find solutions. We invite you to work with us and see why our clients frequently tell us "I feel better now!"

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at or call 435-636-1010.

We look forward to working with you,

Van A. Mays


"The years teach us much the days never knew"

Ralph Waldo Emerson


Our Services

We offer a variety of specialized services to meet your specific goals and needs.

Our Services


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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck