We partner with Utah State employees to help take the guesswork out of retirement by:
TurnING your Compensation & benefits into a clear plan
Building tax-smart strategies to help you keep more of your income
Show you exactly where you stand—today and for the years ahead
We Understand Utah State Retirement Benefits & Challenges
As a USU faculty or staff member, you may:
Feel unsure about how to turn your compensation and benefits into a retirement plan
Wonder if you’re missing details that could cost you later
Worry about maintaining your lifestyle once you stop working
At Parkshore Wealth Management, we create retirement plans to help remove the guesswork about your finances so you can move forward with clarity.
Your USU Retirement Planning Blueprint
Our goal is to help Aggies:
Maximize Your Income
Combine your 401(k), Social Security, and other income sources into a sustainable plan.
Protect Against the Unexpected
Plan for health coverage and insurance needs to help avoid costly surprises.
Reduce Taxes in Retirement
Use tax-focused strategies guided by our in-house Enrolled Agent.
Comprehensive Retirement Planning Designed to Provide You Clarity
We follow an evidence-based approach to investing and financial planning so that your retirement strategy is grounded in research.
Every advisor on our team is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional to help integrate your investments, USU benefits, taxes, and goals into one clear plan.
Our in-house Enrolled Agent (EA) helps ensure that tax-smart planning is at the center of every strategy.
Based in Logan, Focused on Helping Aggies Retire with Confidence
Utah State University faculty and staff often ask:
How can I make the most of my USU benefits?
Will my retirement income last?
What’s the right tax and healthcare strategy as I transition out of work?
At Parkshore Wealth Management, we answer these questions with a clear, cohesive plan so that every part of your finances works together for the life you’ve envisioned.
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As a fee-only fiduciary firm in Logan, we work for you, not commissions. Our goal is simple: give you clarity so you can enjoy a stress-free retirement. Meet with us in person or online—whatever works best for you.
100% Fiduciary Duty
No Commissions, Ever
CFP® Professional Advisory Team
EA for Tax Planning
Local Logan Office & Virtual Options
Retirement, Tax & Investment Planning Services for USU Employees
We provide comprehensive, ongoing wealth management designed to help you thrive in retirement.
Personal, Fee-Only Financial Planning
Tax Planning & Preparation
Cash Flow Planning & Management
Retirement, Tax & Estate Planning Strategies
Disciplined Portfolio Management
Asset Allocation Model Construction
Retirement Plan Rollover Guidance
Resources to Promote Financial Wellness
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
We get to know you and your goals and discuss how we may be able to support you.
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 blueprint for a great retirement.
Is Our Logan-Based Financial Advisory Firm Right for You?
We may be a great fit if you:
Are a Utah State University faculty or staff member—current or recently retired
Want confidence you can enjoy your lifestyle without worrying about outliving your money
Need clarity on how your USU compensation, benefits, and other financial resources work together
Value an ongoing relationship with a fee-only fiduciary in Logan who will monitor your plan, make adjustments, and manage your portfolio
Have investable assets of $500,000 or more
Our focus is helping the Utah State community take the guesswork out of retirement so you can move forward with confidence.
Take the First Step—Schedule a Chat
Ready to stop worrying about whether all the pieces of your retirement fit together? We help Utah State faculty and staff turn years of service—and valuable USU benefits—into a clear plan for the fulfilling retirement you deserve. Let’s help take the guesswork out of your future and get started today.