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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.”

Making Your Dream Retirement a Reality
Announcing the Release of “Making Your Dream Retirement A Reality”

Learn more about Jeff Segelke’s strategy. This book will serve as a blueprint to show you how “Making Your Dream Retirement A Reality” is possible.

Think of your financial life as a game of chess: you spend the first 65 years or so creating your chess pieces, and then you spend your retirement playing them. Strategy is crucial. But the good news is, unlike a chess player, you don’t have to play this game alone. You can have an expert coaching you through every move.

You can purchase your copy by Clicking Here