Independent, Financial Fiduciaries, Specialists 

Since 1994

Image by Diego Jimenez

Collect all the details of what you want in your retirement.

We’ll use the FSI Road Map to understand your current finances, and then determine your primary retirement needs.

Have a customized plan built to guide you to your retirement destination and the steps to get you there.






Solutions for Success

Financial Strategies Institute was founded in 1994 with a single mission: to be a specialist in investment management, financial planning strategies with a niche for pre and post retirees.  We approach each of our clients with fresh eyes to develop customized 5 step road maps to retirement and investment management for each client to best fit their needs.

Though we’ve grown since our founding, we’re still the same firm at heart. Let us help make your retirement dreams and protected lifestyle a reality with a plan that works for you. 

Contact us today!

6955 S Union Park Center #410, Midvale, UT 84047, USA

(801) 316-4100


Financial Strategies Institute

Office: 801-316-4100


6955 South Union Park Center

Suite 410

Midvale, UT 84047

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