Grantsville, UT Office

F2F Retirement, LLC is a state-registered investment adviser that primarily serves individual clients and, occasionally, small businesses and non-profits, providing portfolio management and financial planning services. The firm offers a free initial consultation, comprehensive written financial plans, annual plan reviews, and both discretionary and non-discretionary portfolio management engagements.

Portfolios are generally managed on a discretionary basis and the firm employs both fundamental and technical analysis — including charting and stock screeners to identify trends and timing — when selecting investments. Recommended holdings may include exchange-listed stocks, mutual funds, index funds, ETFs, stock options, bonds, annuities and, in rare cases, private placements, and accounts are monitored regularly with monthly reviews tied to fee calculations.

Several of the firm’s investment adviser representatives hold active insurance licenses and may sell insurance and annuity products for separate commissions; the brochure discloses this potential conflict of interest and requires representatives to inform clients when such recommendations are made. The firm also highlights bilingual capability (Spanish), long industry experience among its advisers, a client base focused on non‑high‑net‑worth individuals, and client communications such as a quarterly newsletter.