Build a future that protects your peace and preserves your legacy.
Graduate from Tax-Deferred to Tax-Free
Helping you keep 30-40% more of your capital is our Specialty
Learn the strategies that the top 1% have been implementing for years
As Seen On:
Build a future that protects your peace and preserves your legacy.
Graduate from Tax-Deferred to Tax-Free
Helping you keep 30-40% more of your capital is our Specialty
Learn the strategies that the top 1% have been implementing for years
About Me
Katie Reber
As Seen On:
About Me
Katie Reber
As a financial professional specializing in tax-free strategies, I help individuals and families grow and protect their wealth by eliminating unnecessary risk, taxes, and fees. My passion for this work began after watching my mother lose a large portion of her retirement savings just one year before she planned to stop working. Without proper guidance, her loss limited her options during a critical health battle. That experience drives my mission: to help others avoid preventable setbacks and build lasting financial security.
Alongside my financial work, I serve as a Career Coach with People Helping People in Utah, guiding women in their transition into higher-paying, purpose-driven careers. With a background in education, coaching, and advocacy, I believe knowledge is one of the most powerful tools we can offer—for financial peace of mind, confidence, and a secure legacy.
Services We offer
When you think about your future, it's important to focus on what truly matters to you. Whether it's planning for a comfortable retirement, minimizing tax burdens, protecting your assets, or identifying potential risks — each of these pieces plays a key role in your overall financial picture.Taking the time to thoughtfully address these areas helps you build a solid, personalized path toward a future that reflects your goals, values, and peace of mind.
When you think about your future, it's important to focus on what truly matters to you. Whether it's planning for a comfortable retirement, minimizing tax burdens, protecting your assets, or identifying potential risks — each of these pieces plays a key role in your overall financial picture.Taking the time to thoughtfully address these areas helps you build a solid, personalized path toward a future that reflects your goals, values, and peace of mind.
Tax-Free Retirement
Keep More Of What You Earn. Tax-Free Strategies to help your savings grow faster and last longer.
Lifetime Income
Turn your savings into guaranteed income that lasts as long as you do - so you can retire with confidence.
Rollovers & Annuities
Rollover your 401(K) with confidence - protect your savings and create guaranteed income for retirement.
Business Planning
Custom financial Strategies for entrepreneurs - designed to protect assets, support growth, and ensure a smooth transition for long-term business success.
Indexed Strategy
Applying an Indexed Strategy allows you the ability to gain interest based on the performance of an Index, without any downside risk or volatility.
Saving For Future
A Smart Savings Strategy should protect your money from risk, fees and taxes - while giving you flexible, tax-free access, lifetime income options, and built-in protection for life’s what-ifs.
Living Benefits
Safeguard you loved ones’ future and financial stability with coverage that offers peace of mind - even in the face of critical illness or unexpected challenges.
College Funds
Start Building a brighter future today with flexible strategies designed around you - making dreams into a reality.
Understanding money transforms survival into security, clarity, and lasting confidence.
Testimonials
Katie walked me through every step of my financial plan without ever making me feel overwhelmed. Her approach is empowering—she doesn’t just tell you what to do, she teaches you why it matters. As a woman navigating career changes and planning for the future, I feel more confident than ever.
Danielle M.
Career Coach & New Mom
I’ve worked with financial advisors before, but Katie helped me see gaps no one ever mentioned—like how much I could lose to fees and taxes in retirement. She’s patient, incredibly knowledgeable, and genuinely invested in helping people win financially. I only wish I’d met her sooner.
James R.
Air Force Veteran and Father of Two
Working with Katie was the first time I felt like someone actually cared about protecting my money—not just growing it. She showed me how to eliminate unnecessary risks and taxes, and helped me build a plan I actually understand. For the first time in years, I have peace of mind about my future.
Monica L.
Small Business Owner
Frequently Asked Questions
Is This Really Tax-Free, Or Is That Just A Marketing Term?
Yes — when structured properly, these strategies follow IRS rules that allow your money to grow and be accessed 100% tax-free. We don't bend the rules — we simply use tools the wealthy have relied on for decades, made available to everyday families.
I Already Have A 401(k). Why Would I Need Something Else?
A 401(k) is tax-deferred, not tax-free — which means you'll pay taxes later, potentially at higher rates. You also don't want to gamble your retirement to the volatility of the market. Our strategy helps you diversify your tax exposure, reduce future tax risk, access your money without penalties or age restrictions, and protect your principal.
What Kind Of Results Can I Expect?
Everyone’s results vary based on age, contributions, and goals — but our clients often see 30–40% more capital preserved by avoiding unnecessary taxes, fees, and market losses. We walk you through real projections based on your specific numbers.
Is This Safe? What’s The Risk?
Yes — our strategies prioritize principal protection. That means your money isn’t exposed to market downturns. You’ll never lose a dime due to a stock market crash, and your plan is designed for long-term stability and control.
Is There A Fee To Work With You?
Our guiding principle is to eliminate risks, fees and taxes. We want to stay true to who we are and that's why we don't charge any fees.
I Already Have A Financial Advisor?
That's great. But we specialize on the Tax-Free side of finance. We specialize in helping people (Eliminate Risk, Fees & Taxes). A typical advisor, if you think about it, actually does the complete opposite. They actually Add Risk, they Add Fees, & they Add Taxes simply based on their specific focus. We’re all in the same industry, but just a very different focus and specialty.
How Do I Get Started?
Just book a free 15-minute call. We’ll go over your current setup, your goals, and let's see if this can even apply to you.
Take the First Step Toward a Smarter Financial Future
Take 2 minutes to share where you are — and we’ll show you how to get where you want to be, with less risk and more control.
© 2025 | All Rights Reserved | Katie Reber
