About
Brevity Wealth Solutions
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.
Brevity Wealth Solutions
Meet The Team
Rodney Walker, CFP® – Private Investment Advisor
Rodney Walker is the CEO and founder of Brevity Wealth Solutions, with over 25 years of experience helping individuals navigate life-changing events and complex financial decisions. He is committed to delivering thoughtful, personalized guidance grounded in compassion, integrity, and trust.
Rodney’s strong work ethic was shaped early, growing up on a farm where responsibility and discipline were part of daily life. That foundation continues to influence his approach today, driving his dedication to serving clients with clarity and purpose. He holds a Bachelor’s degree in Business from the University of Phoenix and is a CERTIFIED FINANCIAL PLANNER® professional.
Beyond his professional work, Rodney is passionate about giving back. He coaches soccer, supports individuals with special needs, and encourages his children to serve their community. He believes that with hard work and determination, anyone can build a meaningful and successful future.
Learn More About
Our Financial Solutions
Income Planning
Through our retirement planning process, we will review your current income situation and show you your potential income in retirement. We’ll work with you to create a sustainable income that will last for your life. We’ll help you understand your social security options and maximize the benefits for your situation. If you have a pension, we will guide you through the options available and help you make the right choice. We’ll help prepare you for other considerations such as a premature death of a spouse, inflation or taxation.
Wealth Management
We take the time to understand your goals and risk tolerance, so we can build a strategy that fits you. As an independent Investment Advisor Representative, we’re not tied to a large “wirehouse,” which allows us to choose from a wide range of funds and investments.
At Brevity Wealth Solutions, we use institutional-style strategies to build high quality, cost-efficient portfolios.
Health & Long-Term Care
Planning for health care and long-term care is essential to protecting both your finances and your family as you age. With a wide range of options available, making the right choice can feel overwhelming.
Our senior health insurance specialists provide clear guidance and personalized support, helping you understand your options and choose a plan that fits your needs with confidence.
Legacy & Estate Planning
We believe the fastest way to erode away your life’s work is to not have an estate plan in place. An estate plan shelters your assets and provides for your family in the event you are no longer around to provide for them yourself. By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.
Medicare Planning
Develop strategies to help cover healthcare expenses that aren’t included in standard coverage, ensuring you’re better prepared for out-of-pocket costs. From supplemental insurance options to long-term care planning, we help you build a comprehensive approach that protects your savings and supports your future healthcare needs.
Social Security Optimization
Gain a comprehensive understanding of your Social Security benefits, including how they fit into your overall financial plan, while using strategic timing and filing decisions to help maximize your total income and create a more secure, predictable retirement.
Download Our Guides
The Social Security Guide
Optimizing Social Security In Today’s World
Claiming Social Security at the wrong time could cost you tens of thousands over your retirement—and you may not even realize it. This guide shows how the right strategy can unlock more income, more security, and greater confidence in your financial future. Make sure you get what you’ve earned!
Important Birthdays Over 50
What to Know and How to Prepare for These Important Milestones
Retirement comes with a timeline, and missing key milestones could mean missed benefits or surprise penalties. This guide walks you through important birthdays after 50, from catch-up contributions to Medicare and RMDs, so you can do more to stay ahead and make the most of opportunities. Retirement should be celebrating these birthdays, not regretting them.They say “men are from Mars and women are from Venus” and their differences carry over into financial planning. In a world where women oftentimes share, or own, the responsibilities of household finances, and often are the major “bread-winner”, it makes sense that they are adequately addressed. There are a disproportionate number of men in the financial space today, so it’s important to take a moment to address some financial needs unique to women.
Legacy And Estate Planning Guide
How to Successfully Communicate Your Plan
Talking about legacy and estate planning isn’t always easy, but avoiding the conversation can lead to confusion, conflict, and costly mistakes. This guide offers strategies for having open, respectful discussions with loved ones about your wishes, values, and financial plans. Because the most meaningful legacies aren’t just built, they’re clearly communicated.
Our Media
Browse Our Blog
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and [...]
Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both [...]
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
