Our passion for disrupting the traditional health insurance marketplace began in Salt Lake City in 1992. We quickly became a leader in the industry due to knowledge and creative approach to designing, implementing and servicing benefit plans.
We exists to help individuals on Medicare or considering Medicare, understand and obtain the insurance coverage they need and deserve. We accomplish this by understanding our clients’ complete insurance needs, designing a responsible protection program and recommending insurance that is a cost-effective insurance strategy for each individual situation.
M3 Wealth
M3 focuses on helping their clients to map a sustainable course to financial self-reliance, measure the impact of daily financial decisions, and mentor proven financial principles! We concentrate on a holistic approach to financial planning that incorporates debt into the planning process. While others focus an asset management and financial products, our process asserts debt is one of the most important factors in creating and sustaining wealth!
Our Mission
The mission of American Patriot Service Corp. is to serve our military Veterans and their families by helping Veterans and Surviving Spouses apply for the A&A Pension Benefit from the Department of Veterans Affairs. We are grateful, passionate, and committed to helping those who have served our country. We will never charge a fee to help them prepare and file their initial claim for the A&A Pension Benefit. We perform our service for veterans and their families with an unwavering commitment to our core values.
Our Core Values
We demand the highest levels of honesty, credibility, and fairness, both as individuals and as a company. How we accomplish the mission is as important as the result. We take personal and collective responsibility for our actions and take pride in making a difference.
Dan Smith
Headquarted in West Jordan, Utah, Jordan River Insurance is a multi-lines independent insurance agency. We offer auto, home, life, health, & business insurance coverage. Our aim is to deliver you unparalleled service with uncompromising integrity at competitive prices.
Peter Jeppson
Powerfully impacted at age 19 by a serious car accident, Peter Jeppson knows first-hand the crushing burden of the financial problems facing most people today. After Peter was terribly burned in this auto accident, he spent several months in St. Luke Hospital’s ICU in Boise, Idaho before being referred to specialists in Salt Lake City to graft back he eyelids, nose, lips and ear.
As a young college student, Peter didn’t feel a need to have health insurance, so the amount of money he owed to the doctors and hospital skyrocketed. Peter was forced to study and learn money management principles in order to pay off all the medical bills. This successful experience inspired Peter to Co-Author Money Mastery, a principled centered money management system: Control Spending, Eliminate Debt and Maximize Retirement income. This training is used in many Utah School Districts to teach high school students how to manage their money.
Today Peter is a Master Coach for Dave Ramsey, a Retirement Specialist for Federal Employee Advocates and has been an adjunct faculty member for several colleges.
Our Values in Action: P.I.E.
We light the way to your success through strict adherence to our core values which we call P.I.E.
Personal touch, Integrity rich, Experience-based solutions.
Personal Touch
The first thing most advisors notice when talking with Beacon is how little we talk about ourselves. Our genuine interest is in your practice, the needs of your clients and what success means to you. We’re dedicated to providing a personal touch.
Integrity Rich
Not only do we strive to do the right thing when someone is watching, we also do the right thing when no one is watching. We’re straight forward and honest. Integrity is the key our success.
Experience-based Solutions
Beacon has over 125 years of combined experience. Our team has worked in various facets of the financial services industry and we deliver this experience to you in the solutions we offer.
Lamar Breshears
Lamar Breshears is the Vice President for Harding Financial Partners. Harding Financial Partners is a full service wealth management organization dedicated to assisting successful dentists, physicians and business owners in developing comprehensive solutions to decisions regarding their wealth. Mr. Breshears and his team of specialists help clients in the areas of estate, business succession, retirement, risk management, tax strategies, and investment planning. Lamar and his team customize their planning to each of his clients’ specific needs, goals, and visions. Lamar and his team work with their client’s existing advisors (CPAs, Attorneys, etc.) to create a coordinated effort to optimize the client’s financial picture.
