How Brevity Wealth Does Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
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At Brevity Wealth we educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Brevity Wealth uses a team approach to offer a range of services to provide more benefits to our clients.
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Welcome, I’m Rodney A. Walker, a financial professional in South Jordan, UT. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
As a professional I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.
Contact UsHelpful Content
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?