We Serve As Your Retirement Nerds

Retire Comfortably. Remain Comfortably Retired.

Confidently retire
on your terms

Tailor your investments
to match your goals

Reduce taxes so you
keep more of what’s yours

Contact Us
A middle-aged man and woman sharing a laugh and walking arm in arm on a city street with trees and string lights, during early evening.
A middle-aged man and woman sharing a laugh and walking arm in arm on a city street with trees and string lights, during early evening.

Questions We Help You Answer:

When can I confidently stop working?

How much income can my retirement savings realistically provide?

What’s the most tax-efficient way for me to withdraw income from retirement accounts?

How can I turn Social Security, my pension, and retirement savings into a reliable monthly income?

Am I taking the right amount of investment risk for the retirement I’m trying to build?

Will my spouse be financially secure if something happens to me?

Explore Client Case Examples

What is the Amicus Retirement Approach?

Hand-drawn flowchart with three rectangular boxes connected by arrows, labeled 'Financial Goals', 'Plan to Reach Goals', and 'Investments That Fit the Plan', with a 'Repeat' box at the bottom center.

We work alongside you to turn retirement complexity into clarity so every decision feels informed, intentional, and aligned with your goals.

A hand-drawn Venn diagram with two circles labeled "Values" and "Money". The overlapping section is shaded and labeled "Financial Planning". An arrow points to the overlap with the text "Behavior Gap".
A circular diagram with the phrase "Your Investments" inside and an arrow pointing to the phrase "Your Complete Financial Life" above the circle.

Step 1: Listen and Learn
We want to get to know you
and your story.

Step 2: Personalize Your Plan
Together we build a plan tailored to
your specific goals and financial life, with an emphasis on:

  • Retirement Income Planning

  • Tax Efficiency

  • Tailoring your investments

Step 3: Report, Revisit, and Review
After plan implementation, we stay close with ongoing communication, regular review meetings, and account statements.

White right arrow on black background
White arrow pointing to the right on a black background

  • Yes!  We have a legal duty to always act in our client's best interest.

  • The majority of our staff are CERTIFIED FINANCIAL PLANNER™ professionals  To learn more about what that means, and why it’s important, click below.

    https://www.letsmakeaplan.org/choosing-a-planner/why-choose-a-cfp-professional

  • We proudly work with clients locally all across Utah and nationwide via secure video meetings and digital tools. If you live close to Lehi, we'd love to meet in person. But geography isn’t a barrier.


  • Charles Schwab is one of the largest financial services companies in the Untied States providing custodial and trading services to thousands of independent Registered Investment Advisory firms around the Country.

    Amicus Retirement Planners primarily utilizes Charles Schwab to custody all of our clients’ account assets.  This is an important security feature for our clients because it means that Amicus Retirement Planners can never take physical custody of your money and your investments.

  • Schedule a complimentary initial consultation. We will learn about your situation, and you will learn about how we work. No pressure, no sales pitch.

FAQs

 
 

What It Costs To Work Together

  • Our flagship service brings together ongoing retirement planning, tax planning, client education, and investment management. As your life changes, we update your financial plan to meet your new needs.

    • Assets Under Management (AUM): Our fees are based on the total value of the assets we manage on your behalf. Fees follow a tiered structure: each portion of your balance is charged at the rate for its corresponding bracket. The fee schedule is as follows:

      $0 – $500,000 = 1%
      $500,001 – $1,500,000 = .9%
      $1,500,001+ = 0.8%

    Before any work begins, we'll walk through your fee structure together and confirm it in writing.

  • If an ongoing relationship or full investment management isn't what you're looking for, we also offer standalone, one-time planning sessions.

    Pricing is a flat rate determined upfront based on how complex your situation is, how many financial topics need to be addressed, and how much work is involved in producing your recommendations.

    Standalone planning sessions generally range from $2,500 to $5,000.

    You'll never be hit with unexpected fees—we walk you through the cost in detail before any work starts. Curious which option fits your needs best? Let's set up a quick introductory call to find out.

 
 
 

Meet The Team

Close-up of a man's face, showing his eyes, forehead, and part of his nose and mouth, dressed in a black suit, white shirt, and a checkered tie, with a dark gray background.

We are a dedicated team of financial planners who guide our clients and their families through the life-changing complexities of retirement.

Larry Peterson CFP®, RSP

Close-up portrait of a young financial advisor with light brown hair, blue eyes, wearing a dark gray patterned suit, white shirt, and a red tie with floral design, smiling against a dark background.

Nick Bodily CFP®, AFC®

A professional woman with long brown hair and a friendly smile, wearing a dark blazer and a white top, posing against a plain gray background.

Chauntel Jacobs

Advisor 

Founder
See All Bios

Paraplanner