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Financial Health Research Institute

Provider of financial educational resources.
Industry:  Tools and Resources, Finance and Money
Website:  https://www.fhri.org

Headquarters:  
6 Upper Newport Plaza
Newport Beach, CA 92660
United States
Phone: (877)-411-3030

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About FHRI

Financial Health Research Institute was founded in 1998 with the purpose of aiding people in preparing for the future by providing them with educational and diagnostic tools.

The company understands finance management can be intimidating, which is why they provide the educational resources and a connection with a financial professional to make educated decisions and plan for financial security.

It implements a financial advisor membership program to evaluate and authorize professionals to deliver the company’s free resources and web tools. These financial advisors go through criminal background and Department of Insurance License checks, ensuring that customers get ethical help from a licensed financial professional that will be able to answer their questions and assist with their financial planning process.

FHRI Services

The company offers services and easy-to-use tools to educate customers on financial security, helping them plan for a better future. Some of these tools include: financial health spectrograph, financial health survey, records vault, and AssetTrack, among others.

Financial Health Spectrograph
This color-based graphical analysis of customers’ assets reportedly aids in understanding their position and how much is at risk, in order to ensure that investments are diversified adequately, before and after retirement.

Financial Health Survey
This graph is claimed to provide users with a comprehensive view of the current state of 9 areas of their financial planning by answering 55 questions.

Medical Record/ Document Vaults
This personal site is said to allow users to upload scans of important documents and keep them in a secure location, accessible to authorized individuals, from any location with an internet connection.

BudgetTrack
This customizable tool is claimed to allow users to store, track and manage monthly incomes in a secure, convenient location, providing a simple way of knowing if expenses are greater than incomes.

AssetTrack
This secure, easy-to-use application is claimed to enable users to record, track and view all of the user’s assets in one location, calculating their value and working with the spectrograph to better illustrate risk and return.

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FHRI Headquarters:  Newport Beach, California
United States

FHRI Last Updated: Aug 21, 2010, 12:05pm