Financial Strategies Institute

“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™.

Calculators

Cost of Retirement

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

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Newsletters

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

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About Us

6955 South Union Park Center, Ste 250
Midvale, UT 84047

Phone: 801-316-4100
Fax: 801-838-1362

info@FSIplanners.com
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Market Watch

January 06, 2009 @ 09:21 PM

Dow Jones Industrials	9,015.10	+ 62.21
Nasdaq Composite	1,652.38	+ 24.35
S&P 500	934.70	+ 7.25
10 Year Treasury Note	2.51	+ 0.02

[ Markets | Charts | Quotes | Portfolio ]

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Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with Securities America. We are licensed for securities in AZ, CA, CO, CT, DE, FL, HI, ID, MI, MT, NM, NV, NY, OR, UT, WA, WY. We are licensed for insurance in AZ, CA, DE, FL, ID, MI, MT, NM, NV, OR, UT, WA, WY.

This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The included market research information is obtained from third party sources that are deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.