What is a Fiduciary?

A fiduciary financial advisor is one who always puts the client's best interests first. This means they are committed to providing expert, personalized advice tailored to your unique financial goals, ensuring transparency, trust, and loyalty in every decision they make for you.

I’m worried that I’ve waited too long to start saving for retirement. Do I still have options?

Absolutely. While starting early certainly has its benefits, it’s never too late to start saving money for retirement. Whether you're in your 50s or your 60s, taking proactive steps to secure your financial future can make a significant difference in your retirement lifestyle and peace of mind.

What parts of my financial life can Gajardo Wealth Management help with?

We are here to serve and can help with all aspects of your financial life that you have concerns or questions about. We can discuss everything from retirement planning, budgeting, insurance, tax and estate planning, education planning, and more. 

I’m not a medical professional, professor, or small business owner, but I really like your approach to investing. Can we still work together?

Of course! While Gajardo Wealth Management works primarily with professionals in those industries, we have experience supporting individuals who work across many industries as they pursue their financial goals. 

Let’s get started! Where can we meet?

Currently, most of Gajardo Wealth Management’s work happens virtually. However, if you are located in Utah County or Salt Lake County, let’s meet up for lunch and talk about your financial goals. 

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