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Discover the Crucial Things Every Retiree Needs to Know About Financial Fitness

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Archive for March 2019

It’s Tax Season for Your 2018 Returns – Will You Owe More?

By webteam | March 25, 2019 | 0

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Why is Laddering a Smart Strategy For Your Finances?

By webteam | March 20, 2019 | 0

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What Can Indexed Annuities Do For You?

By webteam | March 6, 2019 | 0

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Recent Posts

  • Simple Tax-Loss Harvesting Strategies for Retirement
  • Is a Self-Directed IRA Right for You? The Pros and Cons You Need to Know
  • The $100,000 Decision: Your 2024 Roth Conversion Master Plan
  • Financial Monsters: Your 2024 Money Survival Guide
  • How to Use the Bucket Strategy for Retirement Withdrawals

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    Contact Us

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    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

    Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

    SF Financial Services is not affiliated with or endorsed by the Social Security Administration or any other government agency.

    Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

    Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.

    We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

    Any reference to safety or security is not investment related and should not be interpreted as such. “It’s Safety First” is a motto of SF Financial and is in no way affiliated with investments or investment related advice. Investing involves risk and no guarantee of safety or security from loss of principal can ever be made.

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