Financial Strategies Institute
Financial Strategies Institute was founded in 1994 with a single mission: to be a specialist in investment management, financial planning strategies with a niche for pre and post retirees. We approach each of our clients with fresh eyes to develop customized 5 step road maps to retirement and investment management for each client to best fit their needs.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Financial Planning
- Life Insurance
- Long Term Care Protection
- Retirement Planning
- Wealth Management
- Wills and Trusts
Sentiment Analysis
After the death of both parents, Financial Strategies helped us get the estate figured out.
They meet my needs whenever I ask and they are there for me in ways I didn't know that I needed.
FSI is always showing genuine concern and interest in our needs and is always promptly available for any questions or discussion.
I full trust that they have my best interest.
My husband and I have used Financial Strategies for over 20 years as our financial planners.
Always responsive and very helpful in walking through steps on the web site and giving answers to my many questions.
Derek Bohne is such an amazing person I have known him for such a long time.
I've been with Financial Strategies for upwards of 13 years and have been pleased with the services and education they've provided.
• When I received a pension they recommended that I take a lump sum rather than an annuity, primarily because when I’m gone my children will receive the remaining funds, whereas an annuity would simply end.
They are extremely knowledgeable and we are confident in their abilities to help us with our financial goals and estate planning.
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