Our Services

Financial and Estate Planning for Individuals and Families


Grand Teton, National Park.With a long view to preserving our client’s financial well being, we provide general consulting services with the focus on facilitating, coordinating, implementing, and executing both trust and estate planning for individuals and families. Uintah Consulting also oversees investments and insurance products to ensure you are aligned with the best products and services to meet your needs, and that all products and services are fairly priced.

More specifically, the services of Uintah Consulting include:

- Review, facilitate and implement the management of:
  • Trusts and estate planning
  • Trustee services
  • Foundations/philanthropy

- Financial planning with a focus on retirement and life insurance planning

- Investment review and supervisory services, including cash flow modeling, risk/return analysis and assessment of the adequacy of investments and their ability to fulfill retirement/other planning objectives as well as fairness of pricing

- Integration and coordination of the above mentioned services with your family’s accountants,  attorneys, bank and investment advisors and other professionals as appropriate

- Assessment of life insurance needs and review of life insurance products to ensure our clients are aligned with the right products at the right price. This is done individually in the context of planning and for business succession purposes in support of buy-sell agreements.

- Organization and management of hobby or non-operating businesses

- Facilitation of real estate services as follows:

  • Sales/purchases
  • Review/cleanup of preliminary title exceptions
  • Management
  • Insurance/Taxes
  • Lease negotiations/management

- Management of quarterly income tax payments

- Bill pay, account reconciliations, compilation, and consolidation of reporting for tax purposes

- Wealth leverage management

  • New loans/lines
  • Refinancing
  • Interest rate management through swaps/forwards
  • Ongoing monitoring and covenant compliance
  • Deleveraging

- Business succession planning. Review or implementation of buy-sell agreements, and assessment of adequacy of key-man life insurance

- Coordinate real asset and liability insurance reviews for adequacy