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OUR SERVICES

Financial Planning That Brings the Bigger Picture Together.

01.
Retirement Income Planning

We may help you consider:

  • Retirement income sources

  • Withdrawal planning

  • Retirement account distributions

  • Required minimum distributions

  • Social Security coordination

  • Tax considerations

  • Changing income needs throughout retirement

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02.
Retirement Strategy & Risk

Planning considerations may include:

  • Investment risk

  • Diversification

  • Time horizon

  • Market volatility

  • Retirement timeline

  • Income needs

  • Changes in financial circumstances

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03.
Social Security Planning

Topics may include:

  • Claiming age considerations

  • Spousal benefits

  • Retirement income coordination

  • Employment and Social Security

  • Tax considerations

  • Long-term retirement planning

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04.
Life Insurance

Planning considerations may include:

  • Family income needs

  • Existing coverage

  • Outstanding financial obligations

  • Business considerations

  • Estate and legacy goals

  • Changes in family circumstances

05.
Long-Term Care Planning

We may discuss:

  • Potential long-term care costs

  • Existing coverage

  • Long-term care insurance options

  • Family considerations

  • Retirement assets

  • Income planning

  • Broader risk-management needs

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Not Sure Which Service You Need?

You don’t need to have everything figured out before reaching out. Start with a conversation. We’ll learn more about your current situation, answer your initial questions, and help you understand which areas of planning may be most relevant to you.

Wynn Wealth Management

Comprehensive financial planning designed to help individuals, families, and business owners make informed decisions, build long-term financial confidence, and work toward the future they envision.

SERVICES

QUICK LINKS

ABOUT

CONTACT INFORMATION

6235 N Fox Canyon Drive, Suite 200 Lehi, Utah 84043

IMPORTANT DISCLOSURES: Wynn Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. The information on this website is for educational and informational purposes only and does not constitute investment, tax, or legal advice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. The information presented here should not be relied upon as the sole basis for any investment decision. Clients and prospective clients should carefully consider their investment objectives, risk tolerance, and time horizon before making any financial decisions. Doug Jones holds a Series 65 securities license and operates as a fiduciary in his advisory capacity. Registration status and capacity in which services are offered should be verified through the firm's current Form ADV prior to engaging.

 

COMPLIANCE REVIEW REQUIRED BEFORE PUBLICATION: Current Form ADV, Form CRS / Client Relationship Summary, state registration confirmation, jurisdictional disclosures, fee structure disclosure, insurance and broker-dealer affiliations, and all lead-form consent language must be reviewed and approved by qualified legal counsel before this website is made publicly available.

 

© 2026 Wynn Wealth Management, LLC. All rights reserved. | 6235 N Fox Canyon Drive, Suite 200, Lehi, Utah 84043 | (801) 718-6552

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