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Phone: 801.444.3710
Email: [email protected]

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944 E. Gordon Ave
Layton, UT 84040

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© 2026 Promontory Financial Planning, LLC. All rights reserved. Investment advisory services are offered through Promontory Financial Planning, LLC, a Registered Investment Adviser registered with the U.S. Securities and Exchange Commission (CRD# 153666). Registration does not imply a certain level of skill or training. The material provided on this website is for general informational purposes only and should not be considered a solicitation for the purchase or sale of any security, nor as investment, tax, or legal advice. No content on this site constitutes a guarantee or promise of any specific investment outcome or return. Promontory's Form ADV, Form CRS, and Privacy Policy are available at www.promontoryfp.com/adv or upon request by contacting Valentine Planning at 801-444-3710 or [email protected].

Rob Simons and Ron Valentine, operating under Valentine Planning, are Investment Advisor Representatives of Promontory Financial Planning, a Registered Investment Advisor.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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