Skip to main content
menu
  • Home
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
  • Our Team
  • Resources
    • Website Resources
    • Financial Calculators
    • Video Library
  • Monthly Message
  • Contact

Resources

Start Your Asset-Map

 

Here are some useful resources to help you:

Useful Websites


Additional Useful Websites

Medicare:

  • Understanding Medicare

Taxes:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times

Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Office

3550 Harrison Blvd.
Suite 3
Ogden, UT 84403
United States

Contact Info

Phone: 801-689-2747
Toll Free: 866-245-3300
Fax: 801-689-2004
Email: slstory@unitedplanners.com

Hours
Monday through Friday
9:00 AM to 5:00PM MST
Meeting by Appointment Only

Request a Meeting

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Steve Story & Associates nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This information is intended for use only by residents of (AL, AK, AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, KS, LA, MD, ME, MI, MN, MO,MS, MT, NV, NJ, NM, NC, ND, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may be provided to individuals residing in AL, AK, AZ, CA, CO, FL, HI, ID, IL, MI, MN, MT, ND, NJ, NV, UT, WI, WY.

Securities and Advisory services offered through UNITED PLANNERS FINANCIAL SERVICES, member FINRA and SIPC

Steve Story & Associates and UNITED PLANNERS FINANCIAL SERVICES are not affiliated.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
 

© 2025 Steve Story & Associates Inc. All rights reserved.