Who We Are
Financial 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 line.
- Over $100 million of client funds under management
- Serving Salt Lake City, all of Utah, and clients across the country
- Solutions customized for each individual client
- Over 20 Years in business
Our 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 conversions
- Investment structures designed for a stable retirement income.
- Retirement Transition and Income Strategies
- Estate Organization & Protection Strategies
FSI 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 recommendations,
- Strategies designed to minimize losses and to improve the potential for steady, reliable investment growth can make the difference in your retirement
- Tax Savings as one of the most effective strategies for financial success in retirement
In 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 management,
- Guidance for building and monitoring a financial plan,
- Rollovers from retirement plans to IRAs,
- Classes, seminars and educational workshops,
- Books, seminars and videos for retirement preparation.
If 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 advice,
- Investment structures to help lower risk,
- Strategies with opportunities for financial growth,
- Service that exceeds expectations
- Financial solutions designed to help throughout a lifetime.
We 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.