Financial Planning

Advice For Retirement

Financial Planning to Mitigate Retirement Risks

Financial planning undertaken by retirement investment advisors looks different than financial planning provided by traditional financial advisors. There are many risks in retirement, like longevity risk, market risk, inflation risk, incapacity risk, sequence of returns risk—the list goes on. SF Financial Services is an independent firm offering a large scope of strategies focused specifically on retirement. The pre-retiree and retiree needs to consider taxation and estate planning as part of their financial plan.

Our financial planning method takes into account your retirement budget and expenses, your retirement goals, your income from Social Security (as well as the optimized way to file), your potential risks, your timeline and much, much more. We consider your entire life, and since your life needs and family dynamics change through the years, we work with you to review and update your financial plan at least yearly.

Financial planning is holistic, and includes other services on an as-needed basis:

RETIREMENT PLANNING
INVESTMENT MANAGEMENT
ESTATE PLANNING
INSURANCE
ANNUITIES
TAX PLANNING

FINANCIAL ADVICE

At SF Financial Services, we believe you should only be working with a fiduciary when it comes to getting financial advice—someone who is required to put your best interests ahead of their own. Fiduciaries will base their recommendations on your unique goals instead of taking a cookie-cutter approach, or being required to sell branded products provided by their home office. They help educate you about the why behind the financial advice and recommended strategies they present.

From the minute we begin working with you, we’re listening to your plans for your family’s future, solidifying your objectives and timelines, then researching financial strategies which we believe most suitable to help you achieve them. We promise that as fiduciaries, SF Financial Strategies will do our best to provide you with advice that is in your best interest. We will also help you plan for unexpected contingencies that can come up in life and in retirement.

Learn More About Retirement

GET YOUR FREE COPY OF SF FINANCIALS' E-BOOK:

TEN STEPS TO A
BETTER RETIREMENT

LET'S CONNECT

Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

LET'S CONNECT

Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

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