Choules Financial, founded in 2014 by Devin Choules, is a retirement planning firm based in Logan, Utah, with additional offices in St. George and Clearfield. The firm specializes in helping clients transition from wealth accumulation to wealth distribution, focusing on creating secure, predictable income streams for retirement. Their approach centers around “The Yes Method™,” a process designed to empower clients to live a life free from financial uncertainty by addressing five key areas: investments, income, taxes, healthcare, and legacy planning .

Choules Financial offers a range of services, including personalized investment strategies, tax-efficient planning, healthcare cost management, and legacy preservation. They emphasize the importance of safety and simplicity in retirement planning, aiming to protect clients’ principal while achieving reasonable returns . The firm also provides educational seminars to inform pre-retirees and retirees about securing their financial future .

Devin Choules, the founder and president, brings over a decade of experience in the annuity and insurance industry. He holds licenses in Utah, Idaho, and Nevada and is also a registered investment advisor with a Series 65 securities license .