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.

Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10808 S Riverfront Pkwy, Suite 351  | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT • Farmington Office 262 N University Ave Drive | Farmington, Utah

©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.