Make Your Financial Dreams Come True™

Wealth Management
Retirement Planning

Your retirement journey starts here.

Whether you're planning for retirement or looking to grow your wealth, our team of Certified Financial Planners is here to guide you every step of the way.

Free Consultation Call 1-888-763-3088
▶ As Seen on TV
Fiduciary Standard Your interests come first
CFP® Certified Certified Financial Planners
30+ Years Experience Trusted retirement planning
Free Consultation Call 1-888-763-3088
Mark & Clint Cowdell - Retire Rich Today Radio Show Retire Rich Today Radio Show ▶
About Cowdell Investments

Make Your Retirement Dreams Come True™

Cowdell Investments is a full-service Financial Planning & Investment Advisory firm that specializes in Wealth Management & Retirement Planning.

We act as Fiduciaries, putting your needs first. Our Certified Financial Planner professionals and associates are available to assist you with your financial goals. Each CFP® Pro has over 30 years of experience helping people just like you retire successfully.

You are truly rich when you have no debt and more than sufficient assets that will generate income to last your lifetime. Being rich is not just about money — it is also about your quality of life, being rich in spirit, rich in health, rich in family, and rich in friends. Our goal is to help you achieve ever-increasing income.

30+ Years Experience
CFP® Certified Planners
100% Fiduciary Standard
What We Offer

Our Services

Comprehensive financial planning to help you build, protect, and enjoy your wealth.

Wealth Management

Personalized investment strategies designed to grow and protect your assets for a secure financial future.

Retirement Planning

Comprehensive retirement planning to ensure you can maintain your desired lifestyle throughout your golden years.

Annuities: The Good, The Bad, The Ugly

If you own an annuity, give us a call. Older annuities are fine. Some of the new annuities have horrible interest rates. Make sure you own the right one.

Financial Workshops

Free educational workshops where you can learn the secrets to a successful retirement from our experts.

401(k) & Pension Rollovers

Expert guidance on moving your company retirement accounts to maximize your savings and investment options.

Social Security Planning

Know exactly when to begin taking Social Security to maximize your lifetime benefits and retirement income.

Free Retirement Report

Wondering If You're on Track to Retire?

  • How much money will you personally need to retire?
  • Should you move your money from your company 401(k) or pension?
  • How much should you have in stocks, bonds, mutual funds, or annuities?
  • At what age should you begin taking money out of Social Security?
Call for Free Report Request Online
Retirement savings planning
Meet Our Professionals

Our Team

Dedicated financial professionals committed to helping you achieve your retirement goals.

Mark P. Cowdell, CFP

Mark P. Cowdell, CFP®

President & CEO

With over 30 years of experience, Mark has helped hundreds of Utah families build secure retirement plans and achieve financial peace of mind.

Clint Cowdell

Clint Cowdell

Office Manager

Keeping our offices running smoothly so our team can focus on what matters most — your financial future.

Kim L. Cowdell, CFP

Kim L. Cowdell, CFP®

Financial Advisor

With over 20 years at Prudential and founding Cowdell Insurance Agency in 1995, Kim brings decades of expertise in insurance and financial planning to every client relationship.

Greg Chamberlain

Greg Chamberlain

Financial Advisor

Bringing a personalized approach to every client relationship, Greg helps simplify complex investment decisions.

Nick Long

Nick Long

Financial Advisor

With over 23 years in finance, Nick specializes in retirement planning, helping clients enjoy their golden years.

Start Your Journey Today by Ordering Your Free Book

The 10 Essential Steps for Your Successful Retirement
  • How much money will you personally need to retire?
  • Should you move your money from your company 401k or pension?
  • How much money should you have in stocks, bonds, mutual funds or annuities?
  • At what age should you begin taking money out of Social Security?
  • How much income will your retirement accounts & Social Security pay you each month?
  • Will your income be reduced if your spouse passes away?
  • How do you achieve ever increasing income throughout retirement?
  • What is the number one risk for all retirees?
  • What is the best way to pass on your estate to your heirs?
  • How long will your money last?

Your Free Book

Learn the 10 Essential Steps

Free Resources

E-Books & Brochures

Learn the basics of retirement planning with our free downloadable guides.

Prosperity Principles

Prosperity Principles

Free Download ↓
Retirement Planning 101

Retirement Planning 101

Free Download ↓
Make Dreams Come True

Make Dreams Come True

Free Download ↓
10 Essential Steps for Your Successful Retirement
Free Guide

10 Essential Steps for Your Successful Retirement

Learn what it takes to retire with confidence. In this free guide you'll discover how to:

  • Develop a personalized retirement plan that achieves your goals
  • Maximize your Social Security, Pension, 401k, and IRA's
  • Avoid the #1 mistake people make in retirement
  • Increase your wealth, reduce your risks and lower your fees
  • Benefit from today's tax strategies
Request Your Free Guide →
Listen In

Radio Shows

Tune in to the Retire Rich Today radio show, featured on KSL and KLO, where we discuss retirement planning, investments, and more.

Retire Rich Today Radio Show

Retire Rich Today Radio Show

With Mark & Clint Cowdell

RRT

Retire Rich Today

August 8, 2020
RRT

Retire Rich Today

March 28, 2020
RRT

Retire Rich Today

March 21, 2020
Get In Touch

Contact Us

Call our office and speak with one of our knowledgeable Certified Financial Planner professionals. We can put together a personal financial plan to help you make your financial and retirement dreams come true.

Toll-Free 1-888-763-3088

South Jordan Office

10808 South River Front Parkway
Suite 3041
South Jordan, Utah 84095

(801) 599-0787

Alpine Office

458 Bristol Court
Alpine, Utah 84004

(801) 763-1188

St. George Insurance Office

Cowdell Insurance Agency
1150 S. Bluff St. Suite 5
Saint George, UT 84770

(435) 688-7283
Cowdell Investments Office - South Jordan, Utah

Request a Free Consultation

Dave Ramsey SmartVestor

We fully support Dave Ramsey and his method of getting out of debt. We have been helping people pay off their debts and achieve their financial goals since 1981. We look forward to working with you.

1-888-763-3088