We are here to help you:
Maximize the impact of your 401(k) and HSA benefits
Reduce taxes as you transition into retirement
Enjoy today while building confidence for tomorrow
Retirement Planning with L3Harris Benefits
As an L3Harris professional, you may be:
Evaluating whether your savings are aligned with the retirement you’ve envisioned
Seeking clarity on how to optimize your compensation and benefits
Wanting confidence that your financial framework supports both today and tomorrow
You’ve built your career solving complex technical challenges. But troubleshooting is for systems, not your retirement. We’ll help simplify your financial complexity into a clear and reliable retirement plan.
Turn Your L3Harris Benefits into a Confident Retirement Plan
We’re here to help you:
Maximize Your 401(k)
Apply a precise mix of pre-tax, Roth, and after-tax strategies.
Deploy Your HSA
Position contributions for long-term healthcare readiness, not just today’s expenses.
Engineer Income
Coordinate Social Security, retirement accounts, and other sources into a steady retirement “paycheck.”
The Confidence of Clear, Tax-Smart Guidance
Evidence-based planning grounded in research, not market noise.
A dedicated team of CERTIFIED FINANCIAL PLANNER® professionals integrating your L3Harris benefits, investments, taxes, and goals.
Built-in tax strategy with our in-house Enrolled Agent.
Serving L3Harris Employees in Clearfield, Hill AFB, Salt Lake City & Beyond
From Clearfield to Salt Lake City, Parkshore Wealth Management is positioned for where you live and work. Whether in-person or virtual, our mission is the same: to provide the financial confidence to move forward.
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As a fee-only fiduciary firm, we work for you, not commissions. Our mission is to give you retirement confidence so you can stop worrying and get excited for the next stage of your life. Meet with us in Lehi, Logan, or virtually.
100% Fiduciary Duty—Your Mission Is Our Priority
No Commissions, Ever
A Dedicated Team of CFP® Professionals
Integrated Tax Strategy with Our In-House EA
Local Presence in Lehi and Logan with National Reach
Comprehensive Planning for Your Financial Life
401(k) & HSA Optimization
Retirement Income Planning
Tax Planning & Preparation*
Investment Management
Cash Flow & Savings Strategies
Healthcare & Long-Term Care Preparedness
Estate & Legacy Planning
Ongoing, Fee-Only Advice
*Additional fees may apply.
Want a free second opinion on your current investment portfolio or financial plan? Schedule a chat today.
Here’s How to Work with Us
STEP 1
Schedule a Chat
Meet in Lehi, Logan, or online to discuss your goals and how we can help.
STEP 2
Establish the relationship
You decide whether we’re a fit and if you’d like to move forward.
STEP 3
Receive a Framework
We start crafting the financial blueprint for the life you envision.
Is Our Financial Advisory Firm Right for You?
We may be a good fit if you:
Work at L3Harris in Utah or nationwide
Want to integrate your benefits into a comprehensive retirement plan
Value a long-term partnership with a fee-only fiduciary who adapts your plan as life evolves
Have investable assets of $500,000 or more
Our mission is to help L3Harris professionals enjoy life today because they know their finances are ready for tomorrow.
Take the First Step—Schedule a Chat
Stop guessing if your retirement plan is on track. Partner with an advisor who integrates your L3Harris benefits into a retirement strategy built for lasting performance.