How Brevity Wealth Does Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreWhat 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 MoreProfessionals
Brevity Wealth uses a team approach to offer a range of services to provide more benefits to our clients.
Learn MoreUnderstanding 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 UsHelpful Content
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.