Who We Are

Our Firm

Financial Strategies Institute (FSI) is a leading wealth management and financial advisory firm in Salt Lake City, Utah with:

Experienced credentialed professionals
Chartered Retirement Planning Councilor (CRPC ®) under CFP line
Serving Salt Lake City, all of Utah, and clients across the country
Solutions customized for each individual client
Over 20 Years in business

Our Specialty

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

Our Advantage

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

Our Philosophy

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

Our Mission

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

Our Invitation

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.