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Education & planning · Salt Lake City, UT (Salt Lake County)

Complimentary Financial Needs Analysis in Salt Lake City, Utah

48.4% of Salt Lake City homes are owner-occupied (U.S.: 65.0%), and the median home value is $528,900, well above the U.S. median of $303,400. A complimentary review of cash flow, debts, protection gaps, and retirement timing — education-first, with no obligation to buy. Olive, a licensed agent with Manna Financial Services, helps Salt Lake City, UT households compare a free insurance needs review by phone or video, and the first conversation is free.

What matters for a free insurance needs review in Salt Lake City

Salt Lake City has about 204,700 residents, 23.8% of households with children and 11.9% of residents 65 or older, so workshop topics range from protecting a young family to planning for Medicare.

Salt Lake City by the numbers

  • 48.4% of Salt Lake City homes are owner-occupied (U.S.: 65.0%), and the median home value is $528,900, well above the U.S. median of $303,400.
  • 23.8% of Salt Lake City households include children under 18, well below the U.S. figure of 29.8%.
  • 11.9% of Salt Lake City residents are 65 or older, about 24,400 people, well below the U.S. average of 17.7%; that is the lowest share of residents 65 and older of the 13 West U.S. communities on this site.
  • The median household income in Salt Lake City is $77,428, about the same as the U.S. average of $78,538.

Salt Lake City and nearby communities

PlaceHouseholds with children65 or olderMedian household income
Salt Lake City23.8%11.9%$77,428
Los Angeles26.4%14.8%$80,366
Phoenix32.5%12.6%$77,041
San Diego26.9%15.1%$104,321
U.S.29.8%17.7%$78,538

Sources: U.S. Census Bureau, American Community Survey 2019–2023 5-year estimates.

How we help with a free insurance needs review

  • Review of existing life coverage and obvious protection gaps
  • High-level retirement timing and funding gap discussion
  • Debt payoff priority conversation tailored to your balances
  • Emergency fund and cash reserve recommendations

Read our full guide to a free insurance needs review

Rules that apply in Utah

  • Our education sessions are free and come with no obligation to buy.
  • We do not give tax, legal, investment or credit-counseling advice; we refer you to the right professional when needed.

Questions from Salt Lake City

Is the Financial Needs Analysis truly free?

Yes. There is no consultation fee and no obligation to purchase any product.

Do I need to visit an office in Salt Lake City?

No. Olive works with Salt Lake City and Salt Lake County households by phone or video, so you can compare options from home. Most applications and signatures can be completed online.

Talk with Olive about a free insurance needs review.

Free, no obligation, by phone or video. Or call or text (937) 388-5346.