Planning provides structure for every financial decision. Disciplined execution and ongoing reviews keep your strategy aligned with your goals and circumstances.
Risk management defines the level of exposure appropriate for your goals and comfort with volatility. We structure your portfolio to pursue growth while remaining aligned with your risk profile.
Investment management turns strategy into implementation. Your portfolio is constructed and managed internally to maintain alignment with your financial plan and long-term objectives.
Social Security and Medicare decisions carry long-term consequences. We provide structured analysis and clear guidance to help you make informed benefit elections that integrate with your retirement plan.
Retirement planning shifts the focus from building wealth to generating sustainable income. We design coordinated distribution strategies to support your lifestyle while preserving long-term portfolio stability.
How We Differ?
Effective planning begins with clarity and continues through disciplined execution. The CORE Process™ provides the structure that guides every client relationship.
We begin by developing a detailed understanding of your Circumstances — your financial position, resources, risk profile, and existing strategies. Just as important, we clarify your Objectives, including your income goals, retirement timeline, and long-term priorities.
Once these foundations are established, we develop recommendations designed to align your current position with your desired outcomes. Through Radius Planning™ we coordinate with qualified professionals – such as tax advisors and estate planning attorneys – to ensure each element of your strategy is implemented in a cohesive, integrated manner.
Execution is only the beginning. Financial planning is an ongoing process. At regular intervals, we evaluate your progress, reconsider changing circumstances, determine whether you remain on pace, and implement changes to your plan when necessary.
This structured cycle ensures your plan remains current, intentional, and aligned with your evolving life.
No single professional can provide specialized expertise in every area of financial planning. Effective planning requires coordination across multiple disciplines.
Radius Planning™ places you at the center of a coordinated network of qualified professionals. We work alongside your tax advisor, estate attorney, and other specialists to ensure recommendations are aligned and implemented properly.
Our role is to provide structure and continuity across these relationships. This helps ensure decisions made in one area support your broader financial plan, rather than operating in isolation.
The result is a more cohesive strategy, with each component working together in support of your long-term objectives.
CORE Quadrants™ is a visual framework that organizes your assets according to four key objectives: safety, liquidity, income, and growth.
This structure helps identify potential imbalances, unintended risks, and gaps in your overall strategy. It also provides clarity about how each asset contributes to your broader financial plan.
By evaluating your portfolio through this wider lens, we can design a more intentional allocation aligned with your specific goals and risk profile.
Darin W. Knudsen
Professional Licenses & Responsibilities
- Life and Health Insurance Licensed
- Retirement Health Insurance Planning
- Social Security and Medicare Enrolment
- Training and Marketing
Education
Utah Valley University
Business Marketing
Minor in Business Management
Darin is the owner of Wasatch Benefits Group, where he helps individuals navigate Medicare and retirement with clarity and confidence. He primarily works with professionals approaching retirement—individuals at the peak of their careers—who value making informed, independent decisions.
His approach is grounded in education. Rather than pushing products, Darin focuses on equipping clients with the knowledge they need to make the right choices for their situation. It is not a stretch to say he has hosted hundreds of in-person workshops and helped thousands of individuals and families through critical financial decisions, building long-term relationships rooted in trust.
Darin is particularly focused on simplifying complex decisions, ensuring clients understand not just their options, but the long-term impact of those choices.
Outside of work, Darin is committed to his faith, his wife Kelsi, and their four children. He enjoys physical fitness, structured personal development, coaching his kids’ teams, and spending intentional time with his family.
Darin is not affiliated with CORE Financial or LPL Financial.