Financial Planning


Achieve your financial goals

Wasatch Peaks Financial Services is committed to helping you achieve your financial goals! That's why we've formed a relationship with LPL Financial, a full-service broker-dealer and registered investment advisor.

Wasatch Peaks Financial Services offers a complimentary, no obligation consultation with James Aoki, Financial Consultant, who will work with you to help you identify and work toward your long-term financial goals. Just call 801.627.8732 to make an appointment.


Protect your financial security with insurance through Wasatch Peaks!

Wasatch Peaks offers a full-range of insurance products to protect you, our members, including debt protection, automobile, homeowners, accidental death and dismemberment, and life insurance policies. All our insurance products are provided by highly-rated insurance companies and are affordable to protect your financial security and to give you peace of mind.

Wills, Trusts and Estate Planning

Get peace-of-mind with a Complete Estate Plan!

Wasatch Peaks Credit Union has teamed up with Summit Administrators, LLC to offer wills, trusts, and estate planning services to our members. There are two options for members to complete their estate plan:

  1. Do it yourself. Now, you can download the software application from This easy app will walk you through the step-by-step process giving you the forms you need to complete your Estate Plan. 
  2. Meet with an attorney. You sit down with a Summit Administrators attorney who will prepare your Estate Plan and record it.

Medicare Supplement Insurance

Get the flexibility to choose between different plans to meet your individual needs and budget.

Wasatch Peaks Credit Union has partnered with HealthPlans Insurance Advisors to offer members Medicare Supplement policies. 

Have a minute?  Take our quick member survey