Locum Group Benefits, City Center Wealth Advisors

We’ve been helping to protect our clients’ assets since 2001. We originated as an insurance and investment firm, and over the years we’ve grown to include wealth management to help clients have a truly coordinated GPS Retirement Journey. Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – it’s about how you feel and what you want. We will help you address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits.

Summit View Financial, LLC is a trusted financial services firm located in Farmington, UT, specializing in comprehensive financial planning and investment services. As experienced financial advisors, we offer personalized strategies to help clients achieve their financial goals. Our expert team provides guidance on saving, income management, investment planning, healthcare considerations, Social Security optimization, tax planning, and estate management. We understand that each client's financial situation is unique, which is why we tailor our services to meet individual needs. At Summit View Financial, we prioritize accountability and work closely with our clients to ensure their financial success.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.