We are a financial advisor firm of Certified Financial Planners™ (CFPs®) specializing in retirement planning and investment planning. Our focus is providing retirement planning education and analysis to help you know that you will have enough money to enjoy your retirement. As CFP®s, we are uniquely qualified to offer unbiased advice for allocating your retirement investments with the objectives of income, stability, and growth. On this website, we also have short videos packed with vital information about rollovers, 401(k)s, and IRAs. We will help you gain confidence and clarity in your financial planning for retirement.
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 the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. We are licensed for securities in AZ, CA, CO, DE, HI, ID, NC, NM, NV, NY, OK, OR, PA, TX, UT, WA. We are licensed for insurance in AZ, CA, CO, DE, FL, ID, NC, NM, NV, OR, UT, WA, WY. Our RIA license is in UT. 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.