Deseret First Wealth Management

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Financial Calculators

Connect with a CFS* advisor

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Financial Planning

Our CFS advisors will take a comprehensive look at your financial situation, goals, objectives, and resources. From there they will lead you in developing a personalized plan that can help guide you through the different stages of your life.

Investment Planning

No matter how much time, money, or interest you have for investing, our CFS advisors can deliver personalized advice and portfolio management to help you evaluate different investment opportunities that are in line with your risk tolerance.

Retirement Planning

Whether your retirement is just around the corner or years away, we can help prepare for your future. Our CFS advisors have the knowledge and experience to develop a personalized plan to help get you where you want to be.

Schedule your complimentary, no-obligation consultation today!

Our advisors will help you plan for your personal financial goals. For more information or to schedule your appointment today, click the link or call (801) 456-7560 today!

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Financial Calculators

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. You will be dealing solely with CFS with respect to the brokerage services as such are not offered by Deseret First Credit Union. The credit union is not a registered broker-dealer. CFS in not affiliated with the credit union.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.