Financial Strategies Institute

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6955 South Union Park Center, Suite 410, Midvale, UT 84047

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Financial Services, Financial and Investment Services

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About Financial Strategies Institute

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

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