Marriage
spouse is covered for debt and funeral expenses
Children
family is able to cover future expenses like education and weddings
Business
family is compensated for value of the business
Nathan Faldmo, CFP®
Vice President
Nathan is a CERTIFIED FINANCIAL PLANNER™ that enjoys working with business owners and entrepreneurs at all phases of their wealth cycle.
Previously Nathan helped start and run a national, independent investment firm headquartered in Scottsdale. He also worked at two of the largest investment firms in the country, gaining experience in New York City, Los Angeles and Phoenix. He graduated from Brigham Young University and served the U.S. House of Representatives as an intern for the Committee on Ways & Means in Washington, D.C. Nathan is very active at home with his wife and four children, his church and community.