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

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Archive for July 2023

Smart Retirement Planning Tips for 20-Somethings

By Barb | July 21, 2023

Congratulations! You’re at the beginning of an incredible journey, and now is the perfect time to start planning for your retirement. Let’s explore some smart retirement planning tips tailored specifically…

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Mutual Funds for Retirement Bliss? Are They Still Relevant?

By Barb | July 14, 2023

These are questions I often come across clients who question the relevance of mutual funds in today’s dynamic financial landscape. Let’s see if mutual funds are still a viable choice…

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Embracing the Three Phases of Retirement

By Barb | July 7, 2023

Retirement is a significant milestone in one’s life, offering a chance to enjoy the fruits of our labor and pursue our passions. As a pre-retirement advisor, I’ve had the pleasure…

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Recent Posts

  • 8 Holiday Spending Tips to Keep Your Retirement Savings Secure
  • Maximizing Your Social Security Benefits: Strategies and Tips
  • 10 Essential Steps to Protect Your Retirement Goals
  • Review Your Insurance Policies and Long-Term Care Plans Before the Year Ends
  • 6 Thoughtful Ways to Express Gratitude to Loved Ones This Thanksgiving

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    Contact Us

    Phone: 719.597.2179
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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. 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.

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