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Products & Services

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
  • 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