Our Services

Strategies To Help You Succeed In Your Financial Life

Guiding you through the big questions

Are my current investments the right ones?

How do I maximize my financial resources?

How much do I need for retirement?

Will my savings last through my retirement years?

Many people struggle with these questions and could use the help of a financial professional. Our advisors specialize in helping people like you to evaluate your current situation, goals and needs then work with you to create a financial strategy to help you achieve the future you want.

Financial Strategies

At SFS, we are interested in YOUR financial priorities. You'll tell us what they are and our advisors will create a plan for you to help you get there. They will also suggest objectives that you may not have considered.

Retirement Strategies

Learn how to leverage your employer-sponsored retirement plans such as 403(b), 457, 401(k) and Roth to help maximize your pension and Social Security benefits.

Risk Management Strategies

Just like a well-constructed home, financial planning is built on a foundation of protection. Discover what risks your financial 'house' faces, and how to protect it from damage.

For One-Time Planning Services and Ongoing Service Fees, please see our itemized table here.

The Menu of Services



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