Skip to content
logo

Speak with an advisor
719.597.2179

Menu
  • Problems We Solve
  • Financial Services
  • Our Team
  • Blog
  • Medicare
  • Events/Webinar
  • Radio
  • Clients
    • Annual Review
  • Schedule a Meeting
    • Budget
    • Financial Profile Form
    • Secure Portal
Menu
×
  • Problems We Solve
  • Financial Services
  • Our Team
  • Blog
  • Medicare
  • Events/Webinar
  • Radio
  • Clients
    • Annual Review
  • Schedule a Meeting
    • Budget
    • Financial Profile Form
    • Secure Portal
book

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

Click Here to Receive Your Copy of Retire Financially Fit Book!

Archive for November 2024

Simple Tax-Loss Harvesting Strategies for Retirement

By Barb | November 18, 2024

The Potential of Tax-Loss Harvesting for Retirees Retirement is a time to enjoy the fruits of your labor, but it also comes with financial challenges—like stretching your savings to cover…

Read More

Is a Self-Directed IRA Right for You? The Pros and Cons You Need to Know

By Barb | November 11, 2024

When it comes to retirement savings, control can be a double-edged sword. A Self-Directed IRA (SDIRA) offers significantly more freedom than a traditional IRA, allowing you to invest in assets…

Read More

The $100,000 Decision: Your 2024 Roth Conversion Master Plan

By Barb | November 4, 2024

2-minute read that could save you thousands The Stakes Are High A 60-year-old with a $500,000 traditional IRA could save over $100,000 in lifetime taxes with the right Roth conversion…

Read More

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

Recent Comments

    Archives

    • November 2024
    • October 2024
    • September 2024
    • August 2024
    • July 2024
    • June 2024
    • May 2024
    • April 2024
    • March 2024
    • February 2024
    • January 2024
    • December 2023
    • November 2023
    • October 2023
    • September 2023
    • August 2023
    • July 2023
    • June 2023
    • May 2023
    • April 2023
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018

    Categories

    • Advisor
    • Financial Advice
    • Financial Planning
    • Long Term Care
    • Retirement
    • Retirement Investing
    • Staff
    • Tax Planning
    • Uncategorized

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org
    logo-color

    Contact Us

    Phone: 719.597.2179
    Fax: 719.622.8358
    Email: info@sffinancialservices.com

    Our Location

    1870 Dublin Blvd. #D
    Colorado Springs, CO 80918
    Get Directions

    k-logo2
    AB-seal-horz
    why-join
    bbb-a+

    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.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

    Privacy Policy | Terms of Use

    Call Now Button