“Ten Most Dependable Wealth Managers of the Rocky Mountains”
as listed in Forbes magazine, January 2008. 


Click on the Forbes cover to see complete list >
    
 What are your retirement dreams?        
                 
                              Travel? A second home? 
                                 Helping with college expenses?    
                                      Or just spending time with the people you love?

Dreams can come true.  With proper planning and solid investment strategies you can feel more confident about your future.

We invite you to share your dreams with us.  And then let us share with you the ideas, strategies and techniques that can help make those dreams come true.  Discover what we can accomplish together to help make your ideal retirement a reality.

Financial Strategies Institute is a leading money management firm in Utah and the surrounding region, with over $150 million of client assets in their care.  FSI is headed by three senior partners, Bil Jeppson, Ernest Hathaway, and Thom Hall, all of whom are Certified Financial Planners™.


retirement planning - financial strategies institute         educational seminars - financial strategies institute


retirement planning - financial strategies institute         educational seminars - financial strategies institute
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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