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it's time you start investing with confidence

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does your financial plan need a lift?

Explore our Financial & Retirement Planning Services

Make your retirement planning more simple with our financial services. If you’re concerned about running out of money, inflation, taxes, or covering the cost of retirement, our services can take the guesswork out of your financial planning.

Explore our services

financial planning

  • Tax Minimization Strategies
  • Risk Management
  • Asset Protection
  • Tax Planning
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wealth management

  • Wealth Accumulation
  • Investments
  • Income Planning
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Retirement Planning

  • IRA/RMD Rollovers
  • Social Security
  • Annuities
  • Life Insurance
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Still have questions? Contact us today to schedule an appointment using the appointment button below. Someone from our team will be reaching out to you shortly.

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Does your financial plan need a lift?

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Lift Wealth Management, LLC is registered as an investment adviser in the State of Utah. Lift Wealth Management, LLC and individuals associated with it as investment adviser representatives (each a “Representative”) may transact business in a state other than Utah only if first registered by such state, or exempt from such registration requirement. Follow-up, individualized responses by Lift Wealth Management, LLC or a Representative to persons in a state using any contact method that involves the rendering of personalized investment advice for compensation will not be made absent compliance with such state’s registration requirements or a valid exemption. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. All investment strategies have the potential for profit or loss.
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