Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

My name is Ben Gajardo, CFP®, and I am a dedicated Certified Financial Planner™ professional. With a profound commitment to helping individuals realize their financial dreams, I established Gajardo Wealth Management to address the unique financial planning needs of small business owners, medical professionals, and professors. Gajardo Wealth Management is located in American Fork, Utah, but we serve clients nationwide virtually. We pride ourselves on offering personalized and comprehensive financial planning services. Our mission is to provide strategic financial guidance that is tailored to the distinct needs and aspirations of our clients. As a fee-only fiduciary firm, we are committed to prioritizing your best interests above all else, ensuring that our recommendations are always aligned with your goals. At Gajardo Wealth Management, we understand that financial planning is not just about managing money; it's about empowering you to live the life you envision. We offer a wide range of services including investment management, retirement planning, tax planning, estate planning, and more. Whether you're a small business owner looking to grow and protect your enterprise, a medical professional navigating the complexities of your financial landscape, or a professor planning for a secure retirement, we are here to help. Our approach is rooted in a deep understanding of the unique challenges and opportunities that our clients face. We take the time to get to know you, your values, and your long-term objectives. This personalized approach allows us to create tailored financial plans that not only address your current needs but also position you for future success. As a CFP® professional, I bring a high level of expertise and ethical standards to every client relationship. My role is not just to provide financial advice, but to act as a trusted partner in your financial journey. I believe in transparent communication, ongoing education, and a collaborative approach to financial planning. This ensures that you are always informed and confident in the decisions we make together. If you’re ready to take the next step towards financial security and achieving your life’s goals, I invite you to schedule an introductory meeting with us. Let’s work together to build a brighter financial future for you and your family.

Since 2013 I’ve worked for wealth management firms providing financial planning for retirees and those who are close to retirement. Frustrated with the restrictions that come from working within a corporation, I decided to launch Retirement Advice. At Retirement Advice, I am able to provide clients with more flexibility and personability while still being their one-stop shop for all their retirement planning needs. Using modern technology and a network of partners, I am able to give my clients cost savings and expert advice backed by research. My clients can depend on me to be their investment fiduciary, 100% committed to putting their interests first. I seek to empower all of my clients with the confidence to retire early, and to retire well.

Nathan Beaumont is a Planning Consultant at Fidelity Investments. He has progressed through several roles within the company, including Workplace Planning Consultant I, II, and III, and Customer Relationship Advocate, gaining experience in financial planning and client relationship management. Nathan holds insurance licenses in Arkansas and California. He aims to help clients work toward their financial goals by understanding their needs and concerns and leveraging his experience to assist them in pursuing a better financial future. Outside of his professional work, Nathan enjoys activities such as hiking, football, movies, outdoor adventures, social events with friends, and exploring food.

Neilson Hullinger is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Hullinger Group, a team with nearly a century of advising experience. As a third-generation financial advisor, he works alongside experienced advisors to provide clients with veteran financial guidance tailored to their individual needs. His approach involves creating and regularly updating personalized plans aimed at helping clients achieve their financial goals. Neilson's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds degrees in Finance and Economics from Utah State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional life, Neilson is involved in community activities such as missionary service and participates in the Springville High Basketball organization. He enjoys spending time with his family and engages in various recreational activities including baseball, basketball, boating, camping, fishing, football, golfing, hiking, and ice hockey.

Tyson Green is a Planning Consultant at Fidelity Investments, where he has been working since 2024. He has held various roles within the company, including Investment Solution Representative III and II, Investment Solution Representative I, Retirement Representative, and Customer Relationship Advocate, demonstrating a progressive career in financial services. Tyson focuses on collaborating with individuals and families to develop financial plans that align with their goals. He aims to help clients feel confident and comfortable with their financial strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyson enjoys running, snowboarding, and traveling.

Landen Atkin is a Financial Consultant who focuses on personal financial planning. He emphasizes listening to clients' priorities and working collaboratively to improve their financial situations. Landen's approach includes understanding clients' needs, analyzing their financial status, and addressing potential risks or gaps in their plans. He has experience as a Planning Consultant at Fidelity Investments in 2024 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Landen holds insurance licenses in Arkansas and California. Outside of his professional work, Landen enjoys camping, motorcycles, outdoor adventures, skiing, soccer, and surfing.

Julianne Glasgow is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She has a professional background that includes roles as an Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative at Fidelity Investments, starting in 2017. Prior to joining Fidelity, she worked as a Wealth Manager at Parkland Securities from 2015 to 2017. Throughout her career, Julianne has developed experience in investment consulting, relationship management, financial representation, and wealth management. She prioritizes forming strong relationships with clients and their families to build customized financial plans that address their unique short- and long-term goals. Julianne emphasizes trust, reliability, and competency in her work with clients. No additional details regarding her education, credentials, personal interests, or community involvement were provided.

Brayden Holker is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and Relationship Manager before assuming his current position in 2024. Prior to joining Fidelity Investments, Brayden worked at Morgan Stanley as part of the National New Accounts team from 2020 to 2021. He holds insurance licenses in Arkansas and California.