Olympus Peaks Financial

https://www.larkinmortuary.com/obituary/view/james-lloyd-%22jim%22-dallas

It is with a heavy heart that we share the sad news of the passing of Jim Dallas. Jim passed away yesterday, on January 3, 2023 after a battle with Mesothelioma. Many of you had not only a working relationship with Jim, but also friendships that he valued. For those who didn’t have a chance to work with Jim, he helped Troy get started in the industry and was a foundational piece in building the business we have today.

Jim enjoyed the relationships he made working in this industry, and with you. He was passionate about this business and enjoyed spending time researching and learning all he could about different investment options along with an expansive knowledge of Economics. Outside of work Jim enjoyed serving valiantly in his church, The Church of Jesus Christ of Latter-day Saints, and serving others. He enjoyed fishing and spent a lot of time in his retirement years golfing and trading securities in the market.

We would like to express our sympathies to Jim’s family including his wife Ruth; children Tyler, Amber, Scott, and Heather along with their spouses and Jim’s Grandchildren.

If any of you would like to pay your respects a viewing will be held on Friday January 6th from 6:00 pm to 8:00 pm. A secondary viewing will be held Saturday morning from 9:30 am to 10:45 am followed by the funeral starting at 11:00 am. This will be held in the chapel on 2400 Alta Canyon Drive, Sandy, UT 84093.

James Lloyd "Jim" Dallas James Lloyd Dallas (Jim, or Papa to his grandkids), 73, of Sandy, Utah, passed away peacefully, surrounded by his family on Tuesday, January 3, 2023, after a brief but intense battle with sarcomatoid mesothelioma cancer. Jim was born in Fillmore, Utah on May 11, 1949, to Lloyd and Millie Dallas. Jim...

We would like to welcome Kyle Woodbury to the OPFL team! Kyle joins us as a Client Service Associate and soon to be Financial Advisor. He is finishing his last year at The University of Utah earning a Finance Degree. Welcome Kyle!

This article backs up our research that Utah my529 plans are the way to go. If you are interested or have any questions, we would love to help you!

The Top 529 College Savings Plans of 2020 A look at how 529 investments stack up under our enhanced methodology.

We have a new website! Check it out at www.olympuspeaks.com. We now have a free risk assessment tool available along with articles related to financial planning and different investment options. Contact us if you have any questions. We would love to hear from you!

Registered Investment Advisors We provide financial planning services along with risk evaluation and analysis. Our goal is to ensure everyone makes the best financial decisions they can.

We wanted to let you know that we have moved! We are now located at 9035 S. 1300 E., Ste. B2, Sandy, UT. Don't worry, you won't have to step over moving boxes to get around the office. We are ready for you to come see us and our new place. Our number is the same so call and set up a time to meet, 801-566-3510. We look forward to seeing you in our new office!

Sometimes just being tight with your money isn't enough to pay the bills in retirement. For a retirement check up, give us a call.

Now is a good time to make sure your risk tolerance matches the risk you are taking with your investments. We have a free tool to help you see how much risk you are willing to take and how much risk you are currently taking. Click the link below to get started.

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This is something that has been on our mind lately and this article has some great information. It is important to have accounts managed accordingly to pass on to your beneficiaries the way you would like. If you are unsure of how your accounts will transfer, please feel free to contact us. We would be happy to review them and answer any questions you may have.

Proper Account Titling and Beneficiary Designations Why these are so important in estate planning

Just wanted to share some information with you 🤗 This article had some interesting statistics about Bear Markets.

Client Conversations: 10 Things You Should Know About Bear Markets What you need to know about bear, or down, markets.

With the recent tax law changes, we thought this article had some great information. If you have an investment account and make charitable contributions there may be a way to make it more tax efficient for you, even if you are below the age of 70 1/2. Feel free to give us a call to talk through your options, 801-566-3510.

Tax Alerts For Advisors To Share With CPAs These three notices will help accountants with your clients’ 2018 tax returns.