Financial Strategies Institute

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Financial Strategies Institute is a unique firm that places a strong emphasis on educating clients through classroom style seminars on how to prepare for a comfortable and financially secure retirement. The company is headed by three senior planners, Bil Jeppson, CFP ®, MBA, Ernest Hathaway, CFP ®, and Thom Hall, CFP ®, ChFC, CHFEBC. All three are Certified Financial Planner Practitioners and together they bring over 50 years of combined experience in financial services to work for their clients. The senior partners currently have over $150 million in client assets under their care and supervision. Bil Jeppson, CFP ®, MBA Bil Jeppson co-founded Financial Strategies Institute in 1994 with a mission to empower people through professional advice and financial education. The goal: Create comfortable and financially secure retirement scenarios for the firm's clientele. Bil combines his knowledge as a financial advisor with his background in insurance, expertise in business ownership and flair for teaching to add depth to the seminars and personal financial planning advice he provides. Bil has conducted numerous training courses over the past decade. He has taught financial planning at the Continuing Education Departments of the University of Utah, Weber State University, and other institutions. Drawing from his extensive background, Bil helped craft the firm's investment philosophy. Financial Strategies Institute believes that proper planning is the key to achieving a comfortable retirement and that each plan has three objectives: substantially reducing risk, producing reasonable growth and income, and addressing lifetime income strategies. Bil has been instrumental in guiding the firm to its position as a premier source for financial education on the Wasatch front. He specializes in serving clients' financial planning needs, including: pre-retirement planning, retirement planning and estate planning. Bil received his BS in Marketing from the University of Utah and his MBA from the University of California, Los Angeles. He also successfully completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the Certified Financial Planner Board of Standards, Incorporated A long-time Utah resident, Bil is a devoted family man who also commits his time to serving in various leadership roles in church and business communities.

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