Financial Strategies, Inc. is an Arizona Corporation that serves clientele throughout the United States with multiple financial services including professional "Qualified Plan" advisory. 

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This term applies to any "tax-favored" money that most likely has helped reduce your taxable wage income, or under the new Roth IRA rules, will provide you and your survivors "Tax-Free" income in the future.

We currently specialize in the two most popular "Qualified Plan" areas:

The Legacy IRA

401-k Advisory

The Legacy IRA is our copyrighted term for our distribution planning services and the professional documents required to implement modern, up to date, beneficial "stretch-out"  elections on your IRA accounts.

This service is offered for stand alone custom beneficiary forms and 70 1/2 distribution election forms, or can also be integrated into our own "Legacy Trust" document, which then serves as a "look through" recipient for your "designated beneficiary", under new 2001 revised IRS rules.  (Trust options available only in Arizona at this time) 

The FSI 401-k Advisory service is very similar to the the Legacy IRA system.  The difference is that your qualified funds are most likely still with your employers' administration company and their chosen investment firms.  

Though it is a little more difficult to execute quality "stretch-out" beneficiary forms in 401-k accounts, and most employer plans are greatly limited on options available, creating custom beneficiary forms still makes a lot of sense. We can work with your administration company to make sure they record and agree to execute your choices EXACTLY as you desire. 

With the two greatest assets being your home and your 401-k plan, planning is a necessity!