Retirement Planning - Utterly Financial

Blog Guides

How SLPs and Private Practice Owners Can Save for Retirement

It's never too early, or too late, to start saving for your retirement. Whether you're…

Craig GoldslagerJune 18, 2020

Podcast

Why SLPs Fall Behind in Saving for Retirement: SLP Money Episode 10

A common financial goal that many speech language pathologists have in common is saving money…

Craig GoldslagerJune 15, 2020

Blog Guides

Selling Your SLP Practice to Fund Retirement

Just like every business is unique, the sale of any business is a unique process,…

Craig GoldslagerApril 30, 2020

Podcast

SLP Money Episode 3: Why You Must Know the Value of Your Private Practice with Jason Early

According to a CNBC Poll, 78% of small business owners say the proceeds from…

Craig GoldslagerMarch 10, 2020

Disclaimer

Securities products and advisory services offered through Securities America, Inc., member FINRA, /SIPC . Advisory services offered through Securities America Advisors, Inc. Craig Goldslager, Investment Advisor Representative. Utterly Financial and Securities America are separate entities.

Check the background of our investment professionals on FINRA’s BrokerCheck. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. This material is intended for general use.

All scenarios and names mentioned herein are purely fictional and have been created solely for training purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.