Financial Strategies Institute (FSI) is a leading wealth management and financial advisory firm in Salt Lake City, Utah with:
Experienced Certified Financial Planners™(CFPs®)
Chartered Retirement Planning Councilor (CRPC ®) under CFP line
Over $150 million of client funds under management
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