Our Mission

About Us

We enable and empower our clients to achieve financial independence and a work-optional lifestyle through our proprietary, time-tested process.

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 have been a Fiduciary since 2002.

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.