Trust Matters

In the world which we now live in, one has to be careful in who they ask and depend upon for financial advice.  You have to remember that ADVICE is only as good as the person you ask!  There are now more choices in the financial services industry and employee benefits field than ever before and it would be wise to make sure that your best interests are being met by a honest company.  A company with knowledge, experience and most of all - INTEGRITY!

Why We are Different

"We listen to our clients! We are Good COMMUNICATORS, that's our strong point. We take time to listen to your financial concerns, what your goals are now and in the future, and most of all - we listen to your dreams.  By asking the right questions, we help you define your needs and then we discover solutions to manage your finances and benefits for TODAY and in the FUTURE."  

 - Dwight M. Parkinson CLU, ChFC  President & Founder

     INTEGRITY.  TRUST.           
         PERFORMANCE.





"In the past we had  agents that were happy to sign us onto a plan and then forget about us.  When we found Dwight it was a refreshing change. He was knowledgeable about the products and guided us through our many options.  Honestly, I can say he hasn’t forgotten us.  He calls and e-mails to talk about changes in our business and to check on our coverage.  When we have questions he is very responsive.  Thanks Dwight!"  

Chad Utley - Farris & Utley

St George, UT





 

"Dwight is not interested in selling a "product", but has instead helped us determine both our personal and financial needs, and created a plan that is specific to our situation.  We value his honesty and integrity, and know we can trust both his investment and insurance advice.  We are happy to have been referred to Dwight and will extend the same recommendation to others."

Ross Hugues, Children's Densistry of Pocatello