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Our Process

What makes us different? We are in it for the long run. At Goar Financial Services, our goal is to develop a lasting relationship with you, on both professional and personal levels. We will help you plan your resources for the future you want, by making the most of the resources you have now.

It’s not strictly about money, though we spend a great deal of time and effort to keep up on the markets and investment opportunities to help you maximize your assets. It’s also about developing a plan that will give you more confidence in your future and more freedom to pursue the things that excite you with the people you love. We want to get to know you and your family, and believe that we can serve you better by understanding your life, your loved ones, and your goals. Simply put, our clients matter to us and we are never too busy to talk.

“It’s when markets get volatile that having a financial advisor really matters. Unfortunately, most advisors tell their clients to “just stick it out” and wait while the value of their portfolio plummets. By being diligent and embracing new investment strategies, I’m confident I can help my clients stay protected during the next downturn… just like during the last one.” – David Goar

If you’re ready to discover how we can help you secure your future, we invite you to call us, send an email, or stop by our office in person. Call (385) 715-0120, or visit our Contact Us page for office hours and directions.

Goar Financial Services
1826 East 3100 North, Suite A
Layton, Utah 84040

Phone: (385) 715-0120
Toll Free: (800) 430-0024
Fax: (385) 206-8942

Open M-F 8AM-4PM

Disclosures and Privacy Policy / BrokerCheck

Investment Advice offered through Promontory Financial Planning, LLC, DBA Goar Financial Services, a registered investment advisor.

The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.