1. Family transition; 2. Partner succession; 3. Sell to an ESOP; 4. Open market sale; 5. Professional association choice. Bob's experience emphasizes business partner buy-sell agreement funding, trust owned insurance and retirement plans sponsored by closely-held business. Of particular interest are employee stock options plans (ESOP) advice, setup and funding and partner buy-sell trust funding.
Helping the owners of privately-held companies reach their retirement and business succession goals is our primary goal. At some point in time, everyone must slow down and realize the fruits of their labors. Bob has been providing individuals and businesses their employee benefit plans since 1994 and is licensed in Washington (WA lic # 210222), Idaho, Wyoming and Utah.
Helping the owners of privately-held companies reach their retirement and business succession goals is our primary goal. At some point in time, everyone must slow down and realize the fruits of their labors. Bob has been providing individuals and businesses their employee benefit plans since 1994 and is licensed in Washington (WA lic # 210222), Idaho, Wyoming and Utah.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services.
We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
We invite you to discover and experience the power of our services.
We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
Our reasons for becoming financial professionals are deeply personal.
We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Our mission is to get to know and understand your needs, wants, and long-term goals.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Our firm specializes in helping individuals develop sound retirement strategies.
If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer.
We offer personalized, hands-on service.
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer.
We offer personalized, hands-on service.
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
Robert P. Lockyer was honorably discharged from U.S. Naval Base Barbers Point in 1981 after a four year term as flight crew for one of the Navy's P3 Orion squadrons.
He completed the University of Utah liberal education requirements in 1984 and studied computer science and accounting at Westminster College in 1985 while employed at Microshare Corporation.
Bob was a computer programmer for nine years developing business accounting software with Microshare's software development customers supporting a diverse set of industry accounting operations.
He completed the University of Utah liberal education requirements in 1984 and studied computer science and accounting at Westminster College in 1985 while employed at Microshare Corporation.
Bob was a computer programmer for nine years developing business accounting software with Microshare's software development customers supporting a diverse set of industry accounting operations.
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