Who We Are Our FirmFinancial Strategies Institute (FSI) is a leading wealth management and financial advisory firm in Salt Lake City, Utah with:Experienced Certified Financial Planners™(CFPs®)Chartered Retirement Planning Councilor (CRPC ®) under CFP lineOver $150 million of client funds under managementServing Salt Lake City, all of Utah, and clients across the countrySolutions customized for each individual clientOver 20 Years in businessOur SpecialtyOur advisors focus on retirement income planning. We realize that the most important financial asset for most people in retirement is a steady, reliable income for life that grows with inflation. We help our clients by offering them:Premier strategies for 401(k)s and retirement plans,401k rollover guidance and advice, including Roth IRA conversionsInvestment structures designed for a stable retirement incomeRetirement Transition and Income StrategiesEstate Organization & Protection StrategiesOur AdvantageFSI offers many distinctive benefits, providing a valuable experience for our clients. Some of the many advantages include :Education of our investor/clients in live financial workshops, video training’s, and written materials that help explain the strategies behind our recommendationsStrategies designed to minimize losses and to improve the potential for steady, reliable investment growth can make the difference in your retirementTax Savings as one of the most effective strategies for financial success in retirementOur PhilosophyIn our opinion, the single biggest determinant of financial success in retirement is whether or not you have and follow a realistic financial plan. We focus on your financial success by helping you create and implement your own plan. Our wealth management services include:Investment and IRA managementGuidance for building and monitoring a financial planRollovers from retirement plans to IRAsClasses, seminars and educational workshopsBooks, seminars and videos for retirement preparationOur MissionIf you’ve been in to see us, you know how committed we are to our clients’ financial success. Our passion for our calling is strong. Our mission is simple. We want to bring you:The highest quality investment and financial planning adviceInvestment structures to help lower riskStrategies with opportunities for financial growthService that exceeds expectationsFinancial solutions designed to help throughout a lifetimeOur InvitationWe invite you to learn about and experience what we believe are some of the best financial planning strategies available today. Come see us. Feel our passion for our clients’ success. Know that you are moving in the right direction.Contact us to set up a confidential initial consultation at no cost or obligation to you.Contact Us Today!