How We Help

Personalized Financial Guidance for Every Stage of Life

No two financial journeys are alike. Whether you're planning for retirement, growing your investments, or looking for trusted financial guidance, Liberty Point Financial provides personalized strategies designed around your goals—not a one-size-fits-all approach.

Financial Planning

A Roadmap for Your Financial Future

A personalized financial plan can help bring clarity to life's biggest financial decisions. Together, we'll create a strategy that reflects your goals, priorities, and vision for the future.

Planning may include:

• Retirement planning

• Cash flow and budgeting

• Education savings

• Insurance review

• Tax planning coordination

• Estate planning coordination

• Goal setting

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Wealth Management

Investing with Purpose

Your investment strategy should reflect your goals—not short-term market headlines. We build and manage diversified portfolios designed around your objectives, risk tolerance, and time horizon.

Our approach includes:

• Personalized portfolio management

• Ongoing monitoring

• Periodic rebalancing

• Retirement income planning

• Risk management

• Regular reviews

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Low-Cost Investing

Focused on Long-Term Value

Investment expenses are one of the factors we consider when building portfolios. We primarily use diversified, low-cost ETFs as part of a disciplined investment strategy designed to support your long-term financial objectives.

Our philosophy emphasizes:

• Diversification

• Low-cost ETFs

• Evidence-based investing

• Long-term discipline

• Tax-aware investing when appropriate

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Our Planning Process

1. Discover

We get to know you, your family, and your financial goals.

2. Plan

We develop personalized recommendations based on your objectives.

3. Implement

Together, we put your financial plan and investment strategy into action.

4. Review

As your life changes, we'll continue to monitor your progress and adjust your strategy when appropriate.

Why Work With Liberty Point Financial?

Fiduciary Standard
Your interests are at the center of every recommendation we make.

Long-Term Focus
We emphasize disciplined investing and thoughtful financial planning over reacting to short-term market movements.

Cost-Conscious Investing
We consider investment costs as part of building diversified portfolios designed to support your long-term goals.

Personal Relationships
You'll work directly with Taylor Carlson, receiving personalized guidance tailored to your unique circumstances.

Frequently Asked Questions

Do you act as a fiduciary?

Yes. As a registered investment adviser, Liberty Point Financial has a fiduciary duty to act in the best interests of our clients. This means we are committed to providing advice that is based on your individual goals, financial circumstances, and objectives. We believe trust is earned through transparency, integrity, and putting our clients first.

How are you compensated?

Liberty Point Financial is compensated through an advisory fee based on the assets we manage on your behalf. We do not receive commissions for recommending investment products. Before you become a client, you'll receive a clear explanation of our fees and services so you understand exactly how we are compensated.

What types of investments do you use?

We primarily utilize diversified exchange-traded funds (ETFs) as part of a disciplined, long-term investment strategy. Depending on your financial goals, risk tolerance, and personal circumstances, your portfolio may also include other investments when appropriate. Every investment recommendation is tailored to your unique financial plan.

Can we meet virtually?

Absolutely. We offer secure virtual meetings using Google Meet, allowing us to work with clients throughout Utah and across the United States. If you're located nearby, in-person meetings may also be available by appointment.

Do you work with retirees and young families?

Yes. We work with individuals and families at many different stages of life. Whether you're just beginning your financial journey, growing your career and family, preparing for retirement, or already retired, our goal is to provide personalized guidance designed around your unique financial objectives.

How often will we meet?

The frequency of meetings depends on your individual needs and preferences. Many clients choose to meet at least annually to review their financial plan and investment portfolio, while others prefer more frequent meetings during significant life events or periods of financial transition. We're available throughout the year whenever questions or important decisions arise.