top of page

Independent, Financial Fiduciaries, Specialists 

Since 1994

​

CHFC White logo.png
CRPC White Logo.png
White Nssa Logo.png
CLU White Logo.png
CFP WHITE.png
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.

3 STEPS TO YOUR

gray s1.png
gray s2.png
gray s3.png

DETAILS

CONCEPT

DESIGN

RETIREMENT ROAD MAP

set sail.png

Contact us today!

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

info@fsiplanners.com

(801) 316-4100

Thanks for submitting!

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. 

bottom of page