Josh Hardman - Trek Financial

Josh Hardman - Trek Financial Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.

Trek Financial has your financial well-being in mind and takes the time to understand what you want out of life. In order to guide you along your financial journey, Trek focuses on you as an individual and your unique financial situation, planning for every climb, descent, change and challenge. No matter where you are in your journey, no matter what your destination may be, Trek can help you plan

for it. Trek's financial services include financial planning, retirement planning, investment management, business planning, and insurance and risk management. Josh Hardman is a graduate of the David Eccles School of Business at the University of Utah, with a degree in Business Finance. He has been with Trek Financial since 2012 and has worked in the financial industry since 2009. As a CERTIFIED FINANCIAL PLANNER™ Professional, Josh works closely with clients developing custom financial plans to help them achieve their financial goals. He focuses on investment management, education funding, retirement planning, and the strategic use of insurance to protect individuals and their families. Josh was raised in Park City, Utah where he gained a love for the mountains. He enjoys spending time skiing, boating, mountain biking, hiking, and backpacking. He is an active participant in his church and enjoys serving others. Josh and his wife Jentry currently reside in Heber City, UT with their daughter and three sons.

Summer vacations, family gatherings, and unexpected expenses can put a strain on even the best-planned budget. The good ...
08/27/2026

Summer vacations, family gatherings, and unexpected expenses can put a strain on even the best-planned budget. The good news is that a temporary setback doesn't have to derail your long-term financial goals.

Taking time to review your spending, adjust your budget, and rebuild your savings may help you regain momentum before the busy holiday season arrives.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

From hiking and wildlife spotting to campfires and scenic views, nature-focused getaways can create lasting memories whi...
08/25/2026

From hiking and wildlife spotting to campfires and scenic views, nature-focused getaways can create lasting memories while offering a chance to unplug from everyday routines. If you're looking for ideas for your next family adventure, this list is worth exploring.

Let the great outdoors bring everyone—from toddlers to grandparents—together for lasting and meaningful memories.

The years leading up to retirement may have an impact on your long-term financial confidence. This is often the time to ...
08/20/2026

The years leading up to retirement may have an impact on your long-term financial confidence. This is often the time to review your retirement income strategy, evaluate your investment allocation, and make sure your plan aligns with your goals.

Taking proactive steps before retirement may help you prepare for the transition from saving to generating retirement income.

The five- to 10-year period before you retire is the time to shift from the pursuit of maximum market gains and toward the creation of reliable income streams.

While many people begin collecting benefits before reaching full retirement age, doing so may reduce their monthly benef...
08/18/2026

While many people begin collecting benefits before reaching full retirement age, doing so may reduce their monthly benefit.

The right claiming strategy depends on your financial needs, health, and long-term retirement plan. Understanding your options may help you make a more informed decision.

More than two-thirds of new Social Security claimants file before full retirement age, locking in permanently smaller checks. Here’s what waiting buys you.

Travel can be about more than checking destinations off a list. Sometimes, the most memorable experiences come from slow...
08/13/2026

Travel can be about more than checking destinations off a list. Sometimes, the most memorable experiences come from slowing down and appreciating the world around you.

Dark sky destinations offer an opportunity to disconnect from everyday distractions, reconnect with nature, and experience some of the clearest night skies on Earth. If you're planning your next getaway, this unique travel trend may be worth exploring.

Sleep under the world’s darkest, clearest skies across six continents at one of these 19 dark sky zone hotels.

Helping an adult child buy a home can be a meaningful gift, but it's important to think beyond the down payment.Whether ...
08/11/2026

Helping an adult child buy a home can be a meaningful gift, but it's important to think beyond the down payment.

Whether you're considering a gift, a family loan, or cosigning a mortgage, each option may come with financial and tax considerations that deserve careful planning. A thoughtful approach can help support both your finances and your family relationships.

Plan for problems. You don’t want a situation where you would have to foreclose on your child to get your money back.

Happy Fourth of July! Wishing you a day filled with great food, good company, and time spent making memories with the pe...
07/02/2026

Happy Fourth of July!

Wishing you a day filled with great food, good company, and time spent making memories with the people who matter most. Whether you're gathering with family, enjoying a backyard barbecue, or watching fireworks light up the sky, we hope you have a safe and wonderful holiday.

06/29/2026

Scam texts are becoming more sophisticated. Learn how to spot the warning signs, avoid common schemes, and protect yourself from text message fraud.

06/24/2026

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond APY.

06/22/2026

Family vacations spent in nature and at national parks tend to be a lost past time. Here, we look at how to best create these trips and tips to stay safe.

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160 S 100 W
Heber City, UT
84032

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