Contact Us
Contact Us For a Free, No-Obligation
Review of Your Insurance or Financial Needs
Call Brett at (801) 609-7636 or fill out the contact form to get a call back.
We’ll set up a time for an in-person meeting, virtual meeting, or a phone call.
What to expect when we meet:
- We will spend a few minutes getting to know each other.
- We’ll ask you some questions to get familiar with your health and financial situation.
- We will discuss your main areas of concern.
- Based on your unique needs, concerns and situation, we will look at the best options for you to consider.
Why Choose Brett
- I Listen – Everyone’s dreams and goals are different. I really listen to find out what your concerns are, what problems you’re trying to solve, and help you find the benefits and services you’re looking for.
- I follow up and stay in touch – Life happens. Things change. Priorities shift. I maintain an ongoing relationship with my clients to make sure you’re getting the best value, and that your policies are well matched to your current needs.
- Independent & Experienced – I can offer you coverage with any insurance provider in Utah. Many insurance agencies only work with a few insurance companies, so their offerings are limited. With over ten years in this industry and relationships with hundreds of clients, I have gained the experience and perspective you’re looking for.
- Expert in the Interface between Health and Wealth – I can offer something most financial professionals don’t have: a deep understanding of the health and aging related issues that are a major part of your retirement spending. It’s about keeping those costs manageable, and spending money in ways that will protect you from losing huge amounts of your savings to unforeseen healthcare costs or bad markets.