We Started with a Bang!       

It is possible, having just a few financial advisors will help you live longer!

Financial Strategies Inc. was founded on the fourth of July, 1990  to give clients an alternative to the "cut and dried" same old segmented financial services. Yes, we came into life with a big "bang" and we are proud to say we are now well into our second decade serving mostly Arizona clients, but also a few more located throughout the United States!

After 15 years and counting, we still find too many people being financially damaged by continuing their segmentation of services with multiple advisors in the area of accounting, insurance, investments, financial planning and estate legal document services.  In the past, it was common to have multiple advisors in every area of finance.  Today, finance is just too complicated for that!  But, more importantly, medical science has proven that if you can reduce your stress, you very possibly could increase your life expectancy!

Our clients experience great joy and fulfillment in trusting their multiple finance services to just one firm - our firm. We invite you to consider less advisors with more of your financial decisions. Why? This approach will streamline your time commitment and lower your overall fees paid for financial services.  And, you will have complete and total co-ordination so that investments reflect your tax status and vice-versa. But most important -- it may lower your blood pressure, stress and worry by having just one trusted advisor help you in all of your financial decisions.  

Additionally, estate planning legal documents (Arizona only) will reflect your tax, investment and insurance status perfectly.  You cannot find this kind of co-ordination when one separate advisor in each and every area tries to tell you what to do!  

The end result is that our financial strategies save money and make money for our clients. And our fees are guaranteed not to cost more than the savings from the financial strategies we recommend and implement for our clients!  

Why FSI?  

The answer is...simplify your finances...and you will simplify your life!