Financial Strategies Institute

(on south union park center)
Financial and Investment Services in Midvale, UT
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

6955 South Union Park Center
Midvale, UT
84047

About

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

Photos

Financial Strategies Institute Photo Financial Strategies Institute Photo Financial Strategies Institute Photo Financial Strategies Institute Photo Financial Strategies Institute Photo Financial Strategies Institute Photo

Services

  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Investing
  • Rollovers
  • Long Term Care Protection
  • Wills and Trusts
  • Life Insurance

Latest

What we do for our clients.
Estate Planning is key to good financial plan. Join us as we chat with Mary Black from York, Howell & Guymon on her thoughts with estate planning. BUZZSPROUT.COM Episode 008 - Estate Planning with Mary Black - Financial Strategies Institute
Gardening checks many boxes: it’s an outdoor activity offering moderate exercise, it can provide nutritious food and beautify your living space, and best of all, it’s a fun hobby with satisfying results.
Retirees often receive discounts at restaurants and other eateries. Sometimes, though, you might get greater satisfaction by sharpening your culinary skills. Consider taking a cooking class, so you can eat well at home too.
“America is a tune. It must be sung together.” – Gerald Stanley Lee
Staying active is important in retirement. Joining a gym or taking a fitness class might be one way to do that. Another way might be to walk more and drive less. Even one short walk each day could be beneficial.
Small change, big savings! See how giving up a few everyday items can help you save for your retirement! #retirementsecuritymonth https://money.usnews.com/money/retirement/401ks/articles/painless-ways-to-save-more-for-retirement
October is retirement security awareness month! Its an opportunity to reflect on your personal retirement goals and take action to reach those goals! #retirementsecurity
We hope everyone has a Spoooooky Halloween!
Use this calculator to see how boosting your retirement account contributions – even by a few dollars! – can provide a nice reward in the future! #retirementsecuritymonth https://www.icmarc.org/prebuilt/static/savingsboost/index.html
#retirementsecuritymonth Do you know how much income your retirement account can provide? Use this calculator to see what you could potentially withdraw, based on your account balance: https://mp1.newkirkone.com/rip/control.aspx?tok=&UserID=000000000&hosturl=https://accountaccess.
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health FINANCIALSTRATEGIESINSTITUTE.COM Money Draining Food Myths
MARKETWATCH.COM S&P 500, Dow clinch another round of records as investors await Fed meeting
With trading in the stock market becoming more accessible to the mass thanks to smartphone technology. It is important to know what taxes you will be paying on your investments. THESIMPLEDOLLAR.COM Here Are the Taxes You Pay on /r/WallStreetBets Investment Gains | The Simple Dollar
Having a 401(k) is just one of many steps that should be taken when preparing for retirement. THESIMPLEDOLLAR.COM How to Track Down a Lost 401(k) Retirement Account | The Simple Dollar
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here: FINANCIALSTRATEGIESINSTITUTE.COM Replacing Your Medicare Card
Just entering retirement? Here's what you need to know. FINANCIALSTRATEGIESINSTITUTE.COM 9 Facts About Retirement

Information

Company name
Financial Strategies Institute
Category
Financial and Investment Services

FAQs

  • What is the phone number for Financial Strategies Institute in Midvale UT?
    You can reach them at: 801-316-4100. It’s best to call Financial Strategies Institute during business hours.
  • What is the address for Financial Strategies Institute on south union park center in Midvale?
    Financial Strategies Institute is located at this address: 6955 South Union Park Center Midvale, UT 84047.
  • What are Financial Strategies Institute(Midvale, UT) store hours?
    Financial Strategies Institute store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.