Financial Planning
Made Easier!
YOUR DREAMS MATTER
At Bountiful Investment Management LLC, we believe everyone should have the opportunity to live the life they’ve always wanted — and that the financial and retirement planning process should be simple and straightforward. Our team of professionals can help you create a flexible, well-thought-out strategy designed to help you address your financial needs and concerns.
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning | Wealth Management | Investments | IRA & 401(k) Rollovers | IRA Legacy Planning
Our Process
Using our G.P.S. Guided Planning System, we focus on evaluating your finances and creating an investment plan to help you in your efforts to achieve your goals. Our five-step process consists of the following:
Discovery
Sit down with one of Bountiful Investment Management LLC’s Investment Adviser Representatives so we can get to know you and understand your future goals while you assess whether we are a good fit for you.
Strategy
Develop a strategy by discussing with the Bountiful Investment Management LLC Investment Adviser Representative the issues we identified in the discovery meeting and the best ways to address your options and any additional questions.
Implementation
The next step is to put your financial strategy in place by filling out the appropriate paperwork and establishing or transferring accounts.
Delivery
Sign off on your financial plan, approve your accounts and gain an understanding of how to control your money. We will celebrate our new partnership and discuss the benefits of being a part of our community.
Dedication
Dedication meetings are where we review the status of your retirement plan and how you’re actually feeling about your retirement in your everyday life. This is where the relationship building continues as we guide you through your retirement in more ways than just finances.
Why Bountiful Investment Management LLC?
Bountiful Investment Management LLC can help you navigate through a wide range of investment choices.
At Bountiful Investment Management LLC, our investment advisory fees are transparent.
We want to help you discover the investment options that work best for you.
Our customer service representatives work with the goal of providing professional, friendly and timely assistance.
The Investment Adviser Representatives of Bountiful Investment Management LLC are flexible to accommodate your busy schedule. Meetings can be held over the phone or on a web conference, in addition to at our office.
Ready to get started? To learn more or to book an appointment, give us a call at 401.305.2626.
Our Investment Adviser Representatives walk clients through each process, start to finish, while providing an overview of each choice and making sure the financial concepts involved are understood.
The options laid out in each meeting are personalized for each client, but they mean nothing if our client doesn’t understand how an option will help the client with their goal of increasing wealth. It is important to our Investment Adviser Representatives that you fully understand the financial language, concepts and options being discussed in each meeting.
Want to Learn More?
To speak to someone in our office for more information, or to book an appointment, call us or visit our contact page.