Proactive Wealth Concepts

Proactive Wealth Concepts Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Proactive Wealth Concepts, Financial planner, 12527 S. Fort Street, Draper, UT.

At Proactive Wealth Concepts, our primary focus is to provide individuals, business owners and professionals with helpful advice to retire with added confidence. Proactive Wealth Concepts has counseled thousands of seniors and has helped hundreds of professionals, business owners and hard working individuals develop functional strategies designed to help them achieve their financial goals.

Our team is here to help protect and manage the wealth you’ve worked so hard to build. We design personalized strategies...
06/18/2026

Our team is here to help protect and manage the wealth you’ve worked so hard to build. We design personalized strategies to help protect your assets from market volatility, taxes, and unexpected risks, while creating opportunities for lasting growth.

You deserve seamless planning that brings together estate protection, diverse investments, and thoughtful legacy planning. From navigating complex portfolios to helping design a strategy for legacy protection, we are here to help you.

Give our team a call today, and we can get started.

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, ...
06/14/2026

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, we might not know all of the history behind this symbol.

To celebrate, we wanted to share a few fun facts about the history of the flag that might surprise you:

🔹 The current 50-star design was created by a 17-year-old. Robert G. Heft of Lancaster, Ohio, submitted the design as a high school project in 1958. It was chosen by President Eisenhower out of more than 3,000 submissions in 1960.

🔹 There have been 27 official versions of the flag. Twenty-five of those changes were solely to update the number of stars every time a new state joined the Union. The star additions were admitted on July 4th, and, together, they give us a rich visual history of the country's growth over time.

🔹 The colors for the flag have taken on their own meanings over the years. Charles Thomson, secretary of the Continental Congress in 1774, suggested that red represents hardiness and valor, white symbolizes purity and innocence, and blue stands for vigilance, perseverance, and justice.

🔹 Six American flags have been planted on the moon. Neil Armstrong and Edwin E. “Buzz” Aldrin were the first, but five additional Apollo missions have also left a flag on the lunar surface.

🔹 The current design is the longest-running version in history. No new states have been added since Hawaii joined the union in 1959, making this the most enduring flag design the country has ever had.

Wishing you a wonderful Flag Day filled with pride and appreciation for the history behind the flag we share.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/09/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/05/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/28/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/18/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first.

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals.

Starting your financial life as a new graduate can feel overwhelming, especially when you're managing a new paycheck and...
05/16/2026

Starting your financial life as a new graduate can feel overwhelming, especially when you're managing a new paycheck and new expenses at the same time. A simple budget can make a big difference in understanding your cash flow and taking control of your financial future.

Begin with your take-home pay and make sure your essential expenses are covered. From there, you can decide how to allocate what's left. Whether you prefer using digital "envelopes," savings categories, or a basic spreadsheet, tracking your spending for even a month can reveal helpful insights.

At Proactive Wealth Concepts, our team is here to help you build confidence in your financial decisions. If you're exploring your financial picture or want guidance on investment strategies that support your long-term goals, connect with us anytime.

What budgeting methods have helped you stay on track?

Address

12527 S. Fort Street
Draper, UT
84020

Alerts

Be the first to know and let us send you an email when Proactive Wealth Concepts posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Proactive Wealth Concepts:

Share