Mountain Star Financial, Inc.

06/04/2026

Our friends at Sage Law Partners, LLC are offering a free Trustee class!

05/25/2026

Honoring those who gave everything this Memorial Day.

05/13/2026

Our friends at Sage Law Partners, LLC are hosting a complimentary class for Trustee's.

Whether you’re stepping into the role today or simply preparing for the day you might, this practical, plain-English class will help you understand what’s expected, what to avoid, and where to turn for help.
In one focused evening, we’ll cover:
✓ Your core fiduciary duties — in language that actually makes sense.
✓ The first steps to take after a loved one’s passing
✓Common mistakes that create personal liability — and how to avoid them.
✓ Communicating with beneficiaries, banks, and the courts
✓ When to handle it yourself — and when to call for help.

Bring your questions. Bring a friend or family member who may one day serve in the role. We’ll bring the answers, the cookies, and a packet of takeaway materials.

When: Thursday, May 14, 2026 at 6:30 pm
Where: Sage Estate & Business Law, LLC
1785 E 1450 S, Suite 140
Clearfield, UT 84015

Send a message to learn more

05/10/2026

Happy Mother's Day to all the amazing moms out there! 💐

Thank you for everything you do—today and every day.

05/05/2026

Happy Cinco de Mayo! 🎉🌮

04/16/2026

04/07/2026

Recording podcasts today 🎙️🔥

Talking all things money, retirement, and real-life financial strategies.

Listen
Catch the episodes here 👇or wherever you listen to podcasts, streaming on all major platforms.
https://podcast.askscottnelson.com/

Or watch on YouTube 👇
https://www.youtube.com/

04/06/2026

What a day! ☀️

Our 6th Annual Shredding Event was a huge success, and that’s all thanks to this awesome community.

Big shoutout to our incredible vendor partners Pack Tax and Mountain Star Financial — we couldn’t do this without you. And to everyone who came out, waited in line, and trusted us with your documents… thank you! 🗂️🌀

If you missed it this year, don’t worry — just start that “I’ll deal with this later” paper pile now 😄 We’ll be back next year ready to shred it all.

Until then… keep saving, we’ve got you covered.

03/20/2026

🌷 First Day of Spring = Fresh Start for Your Retirement Plan 🌱

Spring is all about new beginnings, and it’s a great time to check in on your retirement goals. A few small updates now can make a big difference later.

✔ Review your savings
✔ Check your investments
✔ Make sure your plan still fits your future
✔ Don’t wait for “someday” to get organized

Just like a garden, retirement planning grows best with regular care and attention. Start this spring, and your future self will thank you. 🌼📈