“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

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

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