Navigating the Four Emotional Phases of Retirement
Each of us is a unique individual. There never was and never will be the exact same mix of personality
Fee-only fiduciary guidance to build your wealth now and manage it throughout retirement.
Mark K. Lund founded Stonecreek Wealth Advisors, a fiduciary, fee-only, investment advisory and retirement planning firm located in South Jordan, Utah.
Mark started in this business over 25 years ago and published his first book in 2010 called, The Effective Investor. He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few. You may also have seen him on KUTV Channel 2 or as a guest speaker at a local association or business. His philosophy is that his client’s vision comes first and it’s the only vision that matters. Your vision is his number one priority. He grew up in Utah and currently lives in Alpine with his wife and two kids.
In Mark’s book, The Effective Investor, a #1 best seller, he exposes the false narratives magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that Mark will show you that you don’t need their speculative ways of investing in order to be an effective investor.
If what you thought to be true about your investments turned out to be false, when would you want to know?
Learn the #1 question every person should ask when meeting with a financial advisor.
A firm that is GIPS compliant must abide by high ethical standards…
Each of us is a unique individual. There never was and never will be the exact same mix of personality
E-books cover topics such as:
•How to know what stocks are going to give you the best returns.
•The top asset protections tips to follow.
•How to know if you should be in or out of the market.
•How to find the hidden fees in your investments.
•How to know what stocks are going to give you the best returns.
•The problem with five-star mutual funds.
•How to turn taxable 401(k) & IRA dollars into tax-free income.
It’s easy to get opinions on topics of this type. It’s hard to get facts. The answers are based on evidence that can be measured.
The Investor Minute is a monthly investing insight to help you have the right perspective with your investments. If monthly is too often, then you probably shouldn’t subscribe.
If you do subscribe, you will receive a FREE copy of Mark’s ebook, A Game of Hide and Seek, how to find the hidden fees in your investments.
The Private Client Group is a monthly subscription. The membership is $97 a month. For clients, the monthly subscription fee is waived.
The Private Client Group includes the following:
•Mobile phone app
•The Effective Investor Newsletter
•Quarterly Market Review
•Special Bulletins
•Annual Strategy Session
•Coaching Videos
•Surprise Bonuses
Once you schedule your appointment we will send you The Introduction To Prosperous Investing which includes a short first appointment questionnaire.
Your vision is our number one priority!
To schedule your first appointment simply use the form below, or call 801-545-0696
“The secret of getting ahead is getting started.”
– Mark Twain
© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, fee-only, Registered Investment Advisory firm.