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Segelke Financial Group

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.

If you’re looking for comprehensive financial planning, Jeff Segelke ChFC® and the team at Segelke Financial Group is here to help.

To schedule a consultation to discuss your financial future, call us at (877) 236-5901, email info@sfgclient.com, or fill out the contact form below.

Mission Statement

“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.”