About Us:
Your Trusted Partner in
Financial Protection & Planning

My journey into financial services is rooted in a deep commitment to helping individuals, families, and businesses secure their futures and achieve their goals. I'm a licensed Life and Health Insurance Agent and professional in the state of Utah. This licensing is the foundation of my ability to offer you comprehensive insurance solutions designed to protect what matters most – your health, your income, and your loved ones' financial security. 

Hello, I'm Caleb and the little puppy is Odin. It's nice to meet you. Recently moved to the Salt Lake City area from Colorado and enjoy the outdoors. When I have time it's nice to take the puppy for a quick hike and explore some of the mountain trails in the area. My current lines of authority and expertise includes:

• Life Insurance:  Providing peace of mind through tailored policies that safeguard your family's future, manage debt, and plan for significant life events.
• Accident Insurance:  Offering financial protection against unexpected injuries, helping to cover medical costs and lost income.
• Health Insurance:  Guiding you through the complexities of healthcare options to find coverage that fits your needs and budget.

Integrated Financial Planning with Managed Wealth Financial

Beyond insurance, I am proud to be part of the team at Managed Wealth Financial. This affiliation allows me to offer a more expansive and integrated approach to your financial life. Working closely with a dedicated group of financial advisors who hold various securities-type licenses, we can provide comprehensive solutions that go beyond basic insurance to include:

• Investment Planning:  Strategies designed to help your wealth grow, whether for retirement, education, or other long-term goals.
• Retirement Planning:  Crafting personalized roadmaps to ensure a secure and comfortable retirement.
• Estate Planning Strategies:  Working with you and your legal advisors to ensure your assets are distributed according to your wishes.
• Wealth Management:  A holistic approach to managing your entire financial picture, aligning all components to work towards your objectives.

This collaborative model means you benefit from a coordinated strategy where your insurance needs are seamlessly integrated with your investment and wealth management goals, all under one roof. 

Life and Health Insurance Agent,
My Commitment to You:
Personalized Service & Trust

My philosophy is centered on understanding your unique story, goals, and concerns. I believe that effective financial planning begins with active listening and building a relationship based on trust and transparency.
When you work with me, you can expect:

Personalized Consultations:  Discussions tailored to your specific circumstances, not a one-size-fits-all approach.
Clear Explanations:  Complex financial concepts are broken down into easy-to-understand terms.
Objective Advice:  Recommendations based on your best interests, leveraging a wide range of products and strategies from various reputable providers.
Ongoing Support:  A long-term partnership where we regularly review your plan and adjust as your life evolves.

Ready to Start Building Your Secure Future?

Whether you're looking to protect your family with life insurance, plan for retirement, or grow your investments, I'm here to help. Let's take a look together...  Contact me today to schedule a no-obligation consultation. Let's discuss how my expertise, combined with the comprehensive resources of Managed Wealth Financial, can help you achieve your financial goals.