Retirement Solutions Utah

Retirement Solutions Utah Our goal is to be the last financial advisor you will ever need. Scott B. We welcome the opportunity to serve you.

While many Financial Service Professionals are obligated to use their company’s proprietary products, Retirement Solutions is an independent firm with the freedom to leverage a host of different companies and products based solely on their client’s needs and objectives. Wharton, founder and President of Retirement Solutions, has been providing custom tailored strategies for his clients throughout

central Utah since 2000. Scott would tell you the relationships with his clients and the positive impact he can have in their lives through helping to create and execute financial strategies for their families, children and grandchildren are what he truly values.

“We have a genuine passion for helping clients address their financial goals and implement strategies for the preservation of their principal, as well as providing conservative growth strategies and guidance for legacy and estate planning.”

In addition, Retirement Solutions specializes in providing retirement planning options, that include guarantees* to help address one of the most common concerns facing today’s retirees – the possibility of outliving your income. Through the products and services we offer you can enjoy the reassurance that your retirement income is guaranteed* to last as long as you need it. At Retirement Solutions, we view it as our responsibility to understand your financial goals and aspirations so that we can leverage our knowledge and experience to help you realize them. By addressing your unique situation, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination. To schedule a complimentary no-obligation consultation, simply contact us today at (801) 465-6990!

Week one is off to a beautiful start!  Congratulations to this week’s winner Brad! We loved seeing all of your incredibl...
09/08/2026

Week one is off to a beautiful start!  Congratulations to this week’s winner Brad!
 
We loved seeing all of your incredible sunrise and sunset photos. Thank you to everyone who got outside and shared part of your journey with us.
 
We’re already at 209 kilometers! Keep sending in your miles, every mile helps us get closer to another $401 donation to charity.
 

Walking is always better with company. This week's challenge is simple, show us who you're walking with!Whether it's you...
09/06/2026

Walking is always better with company. This week's challenge is simple, show us who you're walking with!

Whether it's your spouse, grandkids, friends, neighbors, or walking group, we'd love to meet the people helping you make memories one step at a time.

Send us your miles and your walking buddy at 801-465-6990 for a chance to be featured and win this week's prize!

Visit adifferentkindof401k.com to learn more

Check out our 401(k) Charity Shirts!Shirts are available for $20, and all proceeds go directly toward our charitable giv...
09/03/2026

Check out our 401(k) Charity Shirts!

Shirts are available for $20, and all proceeds go directly toward our charitable giving efforts throughout the challenge. Wear the challenge. Support the cause. Help us make every step count.

Order yours at: https://www.adifferentkindof401k.com/giving-back

Long-term care is an expense that's easy to put off thinking about.Many people assume Medicare will cover long-term care...
09/02/2026

Long-term care is an expense that's easy to put off thinking about.

Many people assume Medicare will cover long-term care, but Medicare generally doesn't cover ongoing custodial or personal care. Certain skilled nursing or home-health services may be covered when eligibility requirements are met.

And care doesn't always mean a nursing home, it may happen at home or in an assisted-living setting.

The better question may be: “What would my plan be if I needed care?”

Questions about how long-term care may fit into your retirement plan? Give us a call at 801-465-6990.

Happy Birthday, Clare! 🎉Clare brings so much hard work, positivity, and fun to our team every day. She does an amazing j...
08/31/2026

Happy Birthday, Clare! 🎉

Clare brings so much hard work, positivity, and fun to our team every day. She does an amazing job helping with our client events, making sure every detail comes together while always keeping the team laughing along the way. Her positive attitude and willingness to jump in wherever she's needed makes her such a valued part of Retirement Solutions.

We hope you have the happiest birthday, Clare! Help us wish her a very Happy Birthday! 🎂🥳

This Week’s 401k Photo Challenge 🌅A beautiful sunrise or sunset can make any walk a little more memorable. This week’s c...
08/31/2026

This Week’s 401k Photo Challenge 🌅

A beautiful sunrise or sunset can make any walk a little more memorable. This week’s challenge is simple:

📸 Show us your best sunrise or sunset!

To enter:
✅ Walk, hike, or run.
✅ Track your kilometers or miles.
✅ Text your miles and photo to

Your photo could be featured on our social media, and you’ll be entered to win this week’s prize!

Visit adifferentkindof401k.com to learn more.

08/30/2026

The wait is over... A Different Kind of 401(k) Challenge starts NOW! 🎉

For the next 6 weeks, we’re inviting our clients, friends, and community to get outside and get moving with us!

Walk, hike, or run. Every step counts. 👟

Each time our community reaches 401 kilometers (249 miles), Retirement Solutions will donate $401 to charity, up to $4,001!

Plus, we’ll have a new photo challenge each week for a chance to win a prize and be featured on our social media.

Let’s get moving and make a difference together!
Learn more at adifferentkindof401k.com

Happy 2-Year Anniversary, Pat! 🎉 Today we're celebrating two wonderful years with Pat at Retirement Solutions! Pat has a...
08/29/2026

Happy 2-Year Anniversary, Pat! 🎉

Today we're celebrating two wonderful years with Pat at Retirement Solutions!

Pat has a natural way of connecting with people and making every client feel comfortable and cared for. She does an incredible job keeping our Delta office running smoothly, and she's always willing to jump in wherever she's needed. One thing we love most about Pat is her honesty, sense of humor, caring heart, and always striving to be better. We're so thankful to have her as part of our team.

Thank you, Pat, for an amazing two years! We appreciate everything you do and look forward to many more years together! ❤️

Retirement planning isn't just about how much you've saved - it's also about where and how you've saved it. Having retir...
08/24/2026

Retirement planning isn't just about how much you've saved - it's also about where and how you've saved it.

Having retirement income from different types of accounts may give you more options when it comes to taxes, market changes, and unexpected expenses.

A little planning today could create more choices tomorrow.

If you'd like to see how your retirement savings work together, we'd love to help. Call us at 801-465-6990.

That may be true for some people - but not everyone. Many retirees are surprised to learn that Social Security, pensions...
08/19/2026

That may be true for some people - but not everyone.

Many retirees are surprised to learn that Social Security, pensions, Required Minimum Distributions (RMDs), and retirement account withdrawals could all affect their tax picture.

That's why we believe a retirement plan shouldn't just focus on growing your money, it should also help you think about how you'll withdraw it in the most tax-efficient way possible.

Questions about your retirement tax strategy? We'd love to help. Call us at 801-465-6990.

Address

677 N 1890 W
Provo, UT
84601

Opening Hours

Monday 8:30am - 5:30am
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 9am - 3pm

Telephone

+18014656990

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