Lift Financial UT, South Jordan

Jeff and Donna Conner were very patient with my wife and I as we spent lots of time doing our due diligence in reviewing the annuity investments. We are getting close to retirement and wanted to protect investments on the down side while still having opportunity for growth on the up side. I am very detail oriented and spent a lot of time seeking to fully understand the investment strategy. They answered all our questions and were awesome to work with. I highly recommend them.

I had a great experience with Callie Stillman. She was very professional and made me feel comfortable with everything I was deciding. I wanted Life Insurance, you know cause Covid, but also worried about my retirement. She answered my questions, did research to make sure I was getting the best deal, and set me up with everything I needed. I don't worry about the future anymore! I am very grateful for the time she spent with me making me feel important and not just another client. Thank you Callie! I highly recommend speaking to her if you have any questions or need help with your financial future!

Jeff Wood has been a fantastic financial advisor. He is knowledgeable, personable, efficient, and a great listener. I appreciate his expertise and kind manner as well as his genuine interest in what my family's financial needs and goals are. I highly recommend Lift Financial.

John has taken care of our financial goals for several years now. We are pleased with his knowledge and ability to translate it into something we understand. The products/investments have been managed well. And we always get a quick response to any question we might have. He is accessible and has been honest with us in our meetings with him. Highly recommend Lift Financial!

Corinne Kligman was fantastic to work with. Her knowledge and kindness during a time of great stress helped lift a very large burden and has brought me peace of mind. I appreciate her talents and responsiveness. Thank you, Corinne and Lift Financial. I shall definitely refer you to my friends and family.

Corinne Kligman is terrific! Simply by a lucky accident, I became a client of Corinne Kligman's. She is not only professional and knowledgeable in her field, but actually listened and understood what I needed. Her enthusiasm about finding the right fit for me was very reassuring. I felt like Corinne really wanted to make sure I was offered the best possible solution and took the time to make sure that I was comfortable and understood everything I needed to. She's the real thing!

Jeff Wood did an excellent job of showing me all of the different options of how a can get better performance on my retirement accounts. He was able to show me how one specific account was under performing greatly and that by moving it into an account that had a higher ROI and zero risk of losing any principle it would be able to generate so much more income for me during my retirement years. I would definitely recommend sitting down with Jeff and having him take you through a financial analysis. He will make sure that if there is anything that needs to be updated or changed it will be done correctly and if there are any things that don't need to be changed he will advise you properly on that as well.

I and my estate planning clients rely heavily on Jeff Wood with Lift Financial as a way of diversifying our portfolios. Jeff has unique ideas on how to preserve my investment's value even with the market takes a hit, yet gain significantly when the Markets go up significantly. His team is well versed in many financial planning, insurance and tax planning areas and I recommend everyone with financial questions give him or anyone in his team a call.

Corrine was great! I was thinking I was in real trouble because I haven’t made any real retirement or financial plan. We had our initial meeting where she got an idea of my situation and on our second appointment she had multiple options and was able to explain all of the financial speak to a level I understood to help me pick the plan that worked best for me.

I loved working with Corinne and Callie. They took time to listen to my situation and put together a great plan for me. They showed a great amount of knowledge and answered all of my questions in a thoughtful and informative way. I would highly recommend them.