Michael Kunzler's Linkedin Analytics

Caring and strategic, I help my clients navigate financial decisions gracefully. For more than two decades, I have come alongside business owners, both within Utah and nationally, to help them reach their financial goals. Along with my talented team, I am privileged to have cultivated many enduring relationships with clients and their families over the course of my career. My personal experiences have contributed to my passion for helping families and individuals steward their wealth wisely. After experiencing the loss of our family farm as a child, I gained an important appreciation for financial stability. Now, I am deeply committed to helping my clients prepare for the future, whatever it may hold. To that end, my team and I are skilled at empowering our clients to find answers to key financial questions, such as: — Can I afford to retire? — What happens if we are sick and can’t care for ourselves? — What should I do with my life insurance as I’m nearing or in retirement? — Will my spouse be able to manage the finances when I’m gone? — What steps do I need to take to ensure my affairs are in order? — How do I plan on the succession of my business in the most efficient way possible? — How do I most efficiently inherit wealth to my children? — We live in a world of uncertainty – are my finances prepared to navigate that? Though these questions can feel daunting, we strive to make the financial planning experience simple and straightforward for our clients. As a team, we are committed to maintaining deep technical expertise; thereby freeing our clients to focus on leading their businesses and families. Should you or someone you know want to learn more about me or my fantastic team, please visit our website: www.michaelkunzler.com. You can also reach out to me directly to discuss working together. [email protected] 801-805-2359