Helping Clients Create a Retirement Income Plan So They Can Someday Live Their Best Life

We Are Always Working for You

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or legacy planning, our personalized service focuses on your needs, wants, and financial goals and objectives.

We Simplify Retirement Income Planning

We are professional. Our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a personalized approach that carefully balances income strategies with preserving principal.We are professional. Our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a personalized approach that carefully balances income strategies with preserving principal.

We share our knowledge. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

We strive to protect. Not everyone enjoys the ups and downs of the stock market. We look for ways to help protect assets, preserve principal, and mitigate risk through insurance strategies.

We Simplify Retirement Income Planning

We are professional. Our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a personalized approach that carefully balances income strategies with preserving principal.We are professional. Our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a personalized approach that carefully balances income strategies with preserving principal.

We share our knowledge. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

We strive to protect. Not everyone enjoys the ups and downs of the stock market. We look for ways to help protect assets, preserve principal, and mitigate risk through insurance strategies.

Let Our Experience Work for You

Our professional team has more than a century of combined financial and insurance experience. With our knowledge and your goals, a sound retirement income strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you create a plan to achieve your goals.

David Hodson

Co-Founder

Setting the Tone
I was born and raised in Utah by great parents who led by example. They taught me the value of hard work and the importance of education. My grandpa also played a pivotal role in shaping my strong work ethic. He ran a small business while also holding a full-time job. He inspired me to start my first job at the age of twelve, which set the tone for my life and work habits.

 

Finding My Passion
I studied Accounting but soon realized that being in an office all day was not something I truly wanted to do. After moving to Texas to train under my two brothers who are also financial advisors, I made retirement planning my full-time job in 1997. Since then, I’ve never looked back. Helping people gain financial freedom brings me pure joy.

Overcoming Obstacles
I enjoy working one-on-one with each client to figure out a plan that will work for them. The thrill of being presented with a new challenge excites me. Rest assured that when I set out to accomplish a task, I will get it done no matter what.

Hodson’s Highlights

  • Married to LuAnn, with two children: Nathanael and Aurora
  • Studied Accounting at Weber State University
  • Served on a two-year church mission in Australia
  • Very active in church
  • Outdoor adventure enthusiast

Glen Hancock

Co-Founder

Sowing the Seeds of Success
I was born and raised in Ogden, Utah. My mother was a homemaker and my father was a dairy farmer and salesman for a plumbing supply company. Watching how hard my father worked for his family and the way he managed money taught me the principles of hard work, service, loyalty, and integrity.

From Farming to Finance
I worked on the family dairy farm as a child which instilled in me the desire to grow a business of my own. After studying business and finance in college, I immediately found that opportunity as a licensed insurance professional.

Passion to Help
Since 1982, I have had the opportunity to help thousands of people achieve independence and financial freedom. Throughout my years in this business, I have had a strong passion to help change people’s lives. It brings me great joy to see the sincere gratitude from clients when I help them.

Glen at a Glance

  • Married to Shauna with six children (Sherese, Lindsay, Brad, Ali, Kayla, and Anelise) and eight grandchildren.
  • Attended Weber State University and the University of Utah.
  • Enjoys a variety of outdoor activities and spending time with family and church.

Ron Carlson

Advisor & Marketing Director

Cheri Taylor

Service Manager

Judy Hughes

Office Assistant

Edgar Torres

Advisor

Mr. Torres, Advisor, joined the firm in 2013. He earned a degree from Brigham Young University-Idaho in Business Management. He was raised in Elgin, TX and has spent his career serving central Texans. Mr. Torres has a lovely wife and daughter.

READY TO SEE WHAT'S POSSIBLE?

Interested in learning more about how we can help you on your journey toward your retirement income goals? Contact us to schedule a complimentary, no-obligation consultation.

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