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Access Financial

280 North 200 West
Suite #200
Bountiful, UT 84010

Phone:

(801) 994-9944

Fax:

(801) 364-0733

E-mail:

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Welcome to Access Financial Partners

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you're facing retirement—or looking to better understand certain investment ideas—our team of financial advisors can help you address your most pressing money questions.

We take pride in our 34 years of experience in serving the residents of Utah. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Explains how future tax rules may impact deductibility of charitable donations.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This calculator is designed to help you attach a dollar figure to your life’s work.

This calculator can help you determine whether you should consider converting to a Roth IRA.

This calculator can help you determine how soon you can pay off your mortgage.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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