Welcome! Financial Planning Office is an independent fee-only investment management and financial planning firm which provides unbiased financial advice for a select group of individuals. 

Owner, Denise Smith has over 19 years of experience and is a Certified Financial Planner, Certified Public Accountant, and NAPFA Registered Investment Adviser.

As a fee-only planner, Denise is compensated by and works soley for her clients.  We sell no financial products and receive no commissions or third party compensation.  

We start with a focus on your goals and then integrate your investment planning with retirement planning, tax planning, asset protection, estate planning, and charitable giving.

Call today for a no-obligation introductory appointment.

Telephone (801) 466-4101

Long Distance Client Toll Free Telephone (866) 466-4101
 
Financial Planning Office, LLC 
1308 South 1700 East, Suite 208
Salt Lake City, UT 84108
 
 
          
 
 
                                                                                                                                                                                                                             
                

The information in this website is designed to provide a general overview with regard to financial planning and investments and should not be considered personalized advice.  Advice can only be rendered after delivery of a Form ADV Part II and the execution of an agreement between the client and Financial Planning Office.

The website is not deemed to be a solicitation for advisory services in a state where the advisers are not registered or are exempt from registration.

    
©2010 Financial Planning Office LLC. All rights reserved.