What are the opening hours?

Monday 8:30am - 5:30am Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 9am - 3pm

Retirement Solutions Utah

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United States
Provo, UT
Retirement Solutions Utah

Our goal is to be the last financial advisor you will ever need. Scott B. We welcome the opportunity to serve you.

While many Financial Service Professionals are obligated to use their company’s proprietary products, Retirement Solutions is an independent firm with the freedom to leverage a host of different companies and products based solely on their client’s needs and objectives. Wharton, founder and President of Retirement Solutions, has been providing custom tailored strategies for his clients throughout

central Utah since 2000. Scott would tell you the relationships with his clients and the positive impact he can have in their lives through helping to create and execute financial strategies for their families, children and grandchildren are what he truly values.

“We have a genuine passion for helping clients address their financial goals and implement strategies for the preservation of their principal, as well as providing conservative growth strategies and guidance for legacy and estate planning.”

In addition, Retirement Solutions specializes in providing retirement planning options, that include guarantees* to help address one of the most common concerns facing today’s retirees – the possibility of outliving your income. Through the products and services we offer you can enjoy the reassurance that your retirement income is guaranteed* to last as long as you need it. At Retirement Solutions, we view it as our responsibility to understand your financial goals and aspirations so that we can leverage our knowledge and experience to help you realize them. By addressing your unique situation, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination. To schedule a complimentary no-obligation consultation, simply contact us today at (801) 465-6990!

03/11/2026

🎉 Happy 2-Year Workaversary, Adda! 🎉

Today we’re celebrating Adda and her 2-years with Retirement Solutions! 🥳

As our receptionist, Adda plays such an important role in keeping our office running smoothly. She is welcoming to everyone who walks through our doors and is always ready to assist clients when they call or come in for a meeting.

Her organization, helpful attitude, and friendly presence make a big difference for both our team and the people we serve. We’re grateful to have her as part of Retirement Solutions!

Thank you for all you do, Adda—and congratulations on two great years! 👏

03/10/2026

Please join us in celebrating Clare and her 1-year workaversary with Retirement Solutions! 🥳

Over the past year, Clare has been an incredible part of our marketing team as a Marketing Associate. She brings so much organization, creativity, and support to everything she does. Beyond that, Clare has a way of making everyone around her laugh - her humor, kindness, and genuine care for people make our workplace better every day.

We’re grateful for the energy, positivity, and dedication she brings to our team. Thanks for all you do, Clare! Here’s to many more milestones ahead. 👏

03/02/2026

🎉 Celebrating 5 Years with Mackay! 🎉

We’re excited to celebrate Mackay’s 5-year work anniversary at Retirement Solutions! As a Client Service Specialist, he’s known for being knowledgeable, kind, and committed to getting things done right. He truly cares about our clients and is always willing to step in and support our team.

Mackay even earned his Utah Health & Life License to better serve those we work with, showing his dedication to continual growth and excellence.

Thank you, Mackay, for five years of hard work, positivity, and care. We’re grateful for you!

02/27/2026

At Retirement Solutions, we want our clients to feel confident spending and enjoying what they’ve worked so hard for. Retirement isn’t just about saving , it’s about living the life you planned for.

Ready to start planning your retirement? Reach out to us today!

📞 Call us at 801-465-6990
📧 Email: [email protected]
📍 Provo Office: 677 N 1890 W, Provo, UT 84601
📍 Delta Office: 320 E Main St, Delta, UT 84624

02/25/2026

We are so excited to wish Kaylee a very happy birthday 🎉

Kaylee is an essential part of our client service team and is always happy to help both our clients and her teammates. She brings such a sweet, friendly energy to the office every day and approaches her work with a consistently positive attitude. From being the queen of standing at her desk to her incredible office fashion, Kaylee continually shows dedication and care in her work each day.

We are so grateful to have Kaylee on our team and truly appreciate the care, effort, and positivity she brings each day.

Please join us in wishing Kaylee a very happy birthday 🥳

02/23/2026

Our team spotlight this week is McCall!

McCall is an important part of our marketing team and manages our referral program. Over the past two and a half years, she has been an incredibly valuable member of our team, bringing hard work, dedication, and a positive, upbeat energy to everything she does. She is thoughtful, dependable, and truly cares about the people around her.

Outside of work, McCall is the oldest child in her family and loves spending time on the water - swimming and paddleboarding. She also enjoys scrapbooking and watercolor painting and is a proud mom to a sweet baby boy who is almost one year old.

We’re so grateful to have McCall on our team. Help us celebrate her in the comments!

02/20/2026

Your retirement timeline is not a one-time decision. It should be reviewed regularly as life changes.

Updating your timeline helps you
• Adjust expectations
• Align savings and income plans
• Prepare for changes with confidence

Clarity today leads to better decisions tomorrow.

If you want help reviewing your retirement timeline and understanding what it means for your plan, reach out to us today!

📞 Call us at 801-465-6990
📧 Email: [email protected]
📍 Provo Office: 677 N 1890 W, Provo, UT 84601
📍 Delta Office: 320 E Main St, Delta, UT 84624

02/18/2026

Many people assume retirement readiness is just about hitting a savings number. In reality, it is about knowing whether your income, expenses, and plans actually work together.

Being retirement ready means understanding where your income will come from, how long it is designed to last, and whether it could support the lifestyle you want without constant worry. For many people, the biggest risk is not knowing what questions to ask until it is too late.

A review today can help identify gaps, reduce uncertainty, and give you a clearer picture of where you stand. Reach out to our team to schedule a free retirement readiness conversation today.

📞 Call us at 801-465-6990
📧 Email: [email protected]
📍 Provo Office: 677 N 1890 W, Provo, UT 84601
📍 Delta Office: 320 E Main St, Delta, UT 84624

02/16/2026

Happy President’s Day from Retirement Solutions!

Wishing everyone a meaningful day of reflection and appreciation.

02/15/2026

At Retirement Solutions, our mission is to help you make the most of your life, not just your money. Our four-step Reach Your Retirement P.E.A.K. planning process is designed to help you live a life of Passion, Experiences, Assurance, and Knowledge.

We would love to earn your business. But first, we want to earn your trust. Reach out today to see what a real relationship with financial professionals who care looks like.

📞 Call us at 801-465-6990
📧 Email: [email protected]
📍 Provo Office: 677 N 1890 W, Provo, UT 84601
📍 Delta Office: 320 E Main St, Delta, UT 84624

Address

677 N 1890 W
Provo, UT
84601

Opening Hours

Monday	8:30am - 5:30am
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	9am - 3pm

Telephone

+18014656990

Website

https://linktr.ee/retirement_solutions

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