Segelke Financial Group

Write a Review801-987-3973

“Our mission is to protect and grow our clients’ wealth in a very uncertain financial world through education, careful planning and communication. We care deeply about helping our clients achieve financial security, leaving a legacy and giving back.” The Segelke Financial Group is a full-service financial services and strategic planning organization serving Salt Lake City, Utah and surrounding areas. We have professional affiliations with CPAs and attorneys, specializing in Estate and Tax Planning Services. We specialize in Retirement, Estate, Social Security, and Medicaid Planning as well as Business Succession Strategies to assist individuals and businesses in achieving their lifetime objectives. We help our clients understand and manage risk, maximize benefit programs, minimize taxes and enhance net worth.