How Brevity Wealth Does Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What Brevity Wealth Can Offer You
At Brevity Wealth we educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Brevity Wealth uses a team approach to offer a range of services to provide more benefits to our clients.Learn More
Understanding Today's Financial Environment
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 Us
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Your credit score may influence how much you pay for auto and home insurance.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When you retire, how will you treat your next chapter?
Imagine your ideal post-pandemic retirement with this animated video.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Preparing for the unexpected can make all the difference if your family relies on your income.
There are a few things to consider when buying or leasing your next vehicle.