PROFi - The Professional Financial Company

PROFi - The Professional Financial Company Professional financial craftsmen dedicated to building and protecting financial well-being for you an

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Say hello to our newest employee, Rachel Smith!!Rachel is going to be taking over the front desk as Emma Jared moves to ...
06/12/2025

Say hello to our newest employee, Rachel Smith!!

Rachel is going to be taking over the front desk as Emma Jared moves to a back-office administrative role. You'll probably notice her cheerful disposition the moment you walk in or give us a call!

We are thrilled to continue expanding PROFi's reach, and especially excited that Rachel will be joining us on that journey!

If you haven't already, meet one of our new financial advisors - Samuel Brasher, MFPA!Sam graduated with his Masters in ...
06/06/2025

If you haven't already, meet one of our new financial advisors - Samuel Brasher, MFPA!

Sam graduated with his Masters in Finance from UVU, and is now working to build financial futures! Along with being a great golfer, avid hunter, and hobbyist pilot, he's also our resident 401(k) expert and brings a wealth of financial knowledge with him (pun intended).

(And in case the SEC is watching... the graph is for illustrative purposes only. Past results do not predict future returns. etc etc etc)

As things ramp up at PROFi, we're excited to welcome an intern for the summer!Ethan Gividen is an amazing team player wi...
06/04/2025

As things ramp up at PROFi, we're excited to welcome an intern for the summer!

Ethan Gividen is an amazing team player with a great work ethic and broad set of skills. He's studying finance at the Brigham Young University Marriott School of Business, and brings a smile with him to work every day!

Next time you stop by the office, make sure to say hi! 👋

When you come to PROFi, you don't just get amazing financial planning, you also get: - AMAZING toffee coconut cashews - ...
06/02/2025

When you come to PROFi, you don't just get amazing financial planning, you also get:

- AMAZING toffee coconut cashews
- A smile on your way in
- Conversation about how you're doing

Why?

Because we don't just care about your money - we care about you.

Feel free to stop by anytime for a treat 😉

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
03/04/2023

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Worried that inflation may rise in the years ahead? You’re not alone.
03/03/2023

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The truth is a little more complicated with these personal finance idioms.
03/02/2023

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Stay ahead this year with this handy Personal Finance Calendar.
02/28/2023

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Thinking about a prepaid debit card? Consider the pros and cons.
02/25/2023

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Does it make more sense to push back  , or not to retire at all?
02/24/2023

Does it make more sense to push back , or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Are you worried about outliving your retirement savings? You are not alone.
02/23/2023

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

Address

384 W Center Street
Orem, UT
84057

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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