At Wasatch Capital, we provide assistance in the following areas:
Investments offered through representatives of Lincoln Financial Securities
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Mutual Funds
- Variable Universal Life
Financial Planning is offered through advisory representatives of Lincoln Financial securities
- Retirement Plans
- College Plans
- 401(k) Planning
- 403 (b) Planning
- Profit Sharing Plans
- Estate Plans
- Profit Sharing Plans
Insurance through representatives of Wasatch Capital and other fine companies
- Disability Income Insurance
- Traditional Life Insurance
- Long Term Care Insurance
- Tax strategies
