Serving all of Utah
Long-term care & retirement planning, statewide
Brian Penner serves families across all of Utah from a home base in Moab. Most planning happens by phone or video, with in-person available where it helps. Find your region below.
Wasatch Front & Salt Lake
Salt Lake City · Ogden · Layton · Sandy · West Valley City · Bountiful
Our largest service area — long-term care, Social Security, and income planning for greater Salt Lake.
Utah County
Provo · Orem · Lehi · American Fork · Spanish Fork · Pleasant Grove
Growing communities planning for retirement and the cost of care along the Wasatch.
Southern Utah / St. George
St. George · Cedar City · Hurricane · Washington · Ivins
A popular retirement region where care-cost planning and lifetime income matter most.
Moab & Rural Utah
Moab · Monticello · Blanding · Price · Vernal · Richfield
Our home base in Moab, serving rural Utah families mostly by phone and video.
Don't see your town?
We serve Utah communities statewide — from the Wasatch Front to the rural corners of the state. Reach out and we'll help, wherever you are in Utah.