• Retirement advice and assistance for you and your family.

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Services

Here are a few of the services we offer.

Tax Efficiency

Strategic Tax Planning

Improper business, pay and financial structure can lead to unnecessary taxes. Our planning services coordinate your business and pay structures while eliminating inefficiencies in your financial structure that lead to unnecessary taxes.

Secure Retirement

Active Wealth Management

Harding Financial Partners takes an active approach in ensuring that your wealth accumulation and wealth distribution goals are met in a safe and secure manner.

Traditional Planning

Tax Qualified Plans

We offer tax-qualified plans such as IRA’s, 401(k), SIMPLE IRA’s, SEP IRA’s, Pension Plans, and Split Funded Cash Balance Plans that use managed accounts, annuities and life insurance.

Maximize Your Savings

Non-Qualified Plans

We offer the full spectrum of Non-Qualified plans used to reduce taxes, mitigate personal and business risk, and secure your retirement.

Leave a Legacy

High Level Estate Planning

Secure your family’s future by passing assets to your next generation or charitable endeavor in a tax efficient manner.

 

 

About

The Only Financial Partner You’ll need

Welcome to Harding Financial Partners

Harding Financial Partners, Inc. is a financial planning organization dedicated to offering an array of coordinated investment planning and personal insurance options to our clients looking to build, protect and distribute their personal wealth. We are a regional agency focused on serving Salt Lake City and the surrounding area.

Founded by Daniel Harding who has more than 30 years of financial services experience, Harding Financial Partners, Inc., focuses on assisting public service employees (including Federal, State and Municipal) in understanding their pension decisions. In addition, we serve baby boomers in creating alternative Long Term Care strategies.

We encourage you to submit an inquiry should you require more information and a partner will contact you shortly.

Our Associates

Trusted Advisors

Daniel L. Harding - CLU

President

Dan Harding received his BFA from the University of Utah in 1980 and his Chartered Life Underwriter degree from the American College in 1993.  Full Bio

Lamar Breshears MFP, RFS

Vice President

Lamar Breshears is the Vice President for Harding Financial Partners.  Full Bio

Andy Brown

Vice President of Investments

Andy Brown is Vice President of Investing for Harding Financial Partners.  Full Bio

 

Resources

Check out some of our tools to help you plan for the future.

Welcome to Harding Financial Partners

Harding Financial Partners, Inc. is a financial planning organization dedicated to offering an array of coordinated investment planning and personal insurance options to our clients looking to build, protect and distribute their personal wealth. We are a regional agency focused on serving Salt Lake City and the surrounding area.

Founded by Daniel Harding who has more than 30 years of financial services experience, Harding Financial Partners, Inc., focuses on assisting public service employees (including Federal, State and Municipal) in understanding their pension decisions. In addition, we serve baby boomers in creating alternative Long Term Care strategies.

We encourage you to submit an inquiry should you require more information and a partner will contact you shortly.

Contact

Talk to us.

--- Harding Financial Partners --- 4525 Wasatch BLVD #210 Salt Lake City, UT 84124 ph: 801.349.3545 fax: 801.349.3544