Welcome to Simple Financial

Simple Financial is Utah's premier financial planning and consulting agency. Find out why we manage finances better than the rest by clicking the link below.

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Our Expertise, Your Benefit

We are a team of dedicated financial consultants, committed to helping individuals and businesses achieve their financial goals with personalized strategies and expert guidance.

We Hear You

Our services all start with a 100% listening guarantee. We don't sell you on things you don't need, we just provide for the things you do.

Financial Planning

As a fiduciary, we create tailored financial strategies to achieve your goals, with personalized guidance on investments, budgeting, and retirement. We want you to enjoy your life and maintain your lifestyle.

Retirement Planning

Secure your future with comprehensive retirement solutions tailored to your needs. We help you plan for a worry-free retirement.

Tax Advisory

We look into the future to help minimize tax liabilities, ensuring efficient financial management for individuals and businesses. We want you to have net gains. We are not Certified Public Accountants nor Enrolled Agents; therefore, we cannot file for you but we can assist in finding you the appropriate filing support.

Business Consulting

We guide you with strategic insights and solutions to optimize your business operations, enhance growth, and maximize profitability. Work smarter not harder.

Seminars and Masterclasses

We have engaging educational opportunities that empower you with financial knowledge, from seminars on investment strategies to practical budgeting classes. Knowledge is power.

Estate Planning

We provide thoughtful planning to protect your assets and ensure your legacy is preserved according to your wishes. We know you can't take a U-Haul to heaven.

Joel K.

Charlotte, NC

Personal Fiancial Planning

I had an excellent experience working with Justin as my financial planner. His expertise and personalized approach were instrumental in helping me develop a concise strategy to pay off my debts quickly. Justin's clear communication, transparency, and track record of success instilled confidence in his abilities. I highly recommend Justin to anyone seeking a knowledgeable and trustworthy financial planner.

Marie W.

Las Vegas, NV

Business Consulting

Justin is very professional and did an excellent job with revising our business plan, analyzing data, doing research, projections, and financial planning. He used intricate details and researched what we needed to help us establish a forecast for the business and assisted with our numbers. I would 100% recommend him to colleagues and anyone else reading this review. He’s very responsive and kept us updated throughout the entire process. He always answered questions, gave us ideas and useful information, very matter- of-fact, and gave us quality work. 10/10!

Eddie G.

Rancho Cucamonga, CA

Business Consulting

Working with Justin and their team was a game-changer for our tech startup. Their expertise, dedication, and proactive approach helped us navigate challenges seamlessly. From strategy to execution, they exceeded our expectations, propelling our company to success. Highly recommended for any entrepreneur seeking top-tier guidance.