Financial Advisors in

Colorado Springs

Financial Advisors in Colorado Springs

As financial advisors located in Colorado Springs, Colorado, SF Financial Services provides services designed to help pre-retiree and retiree clients when they reach age 50+. Most people start thinking about retirement even earlier, around age 40. The earlier you begin to plan, the better.

Learn more about the services we provide to help you plan for a successful retirement:

Retirement
Planning

Insurance

Tax
Planning

Estate
Planning

Rollovers

Social
Security

Investments

Financial
Planning

WealthGuardTM
What is Retirement

There are two distinct phases of your financial life, the accumulation phase, where you are saving up a nest egg for retirement, and the distribution phase, where you are spending the money you’ve saved to live on. The distribution phase is what we focus on, helping you design an income plan that won’t run out no matter how long you live.

Retirement by definition is basically leaving work and living without a paycheck. There are specific strategies that can be used to help you overcome challenges and take advantage of the life opportunities that retirement presents.

How to Plan For Retirement

Should you rollover your IRA or leave it where it is? Take your Social Security benefit now or wait until later? Sell the house or remodel the kitchen? Renew your CDs or buy an annuity? Get an apartment closer to the folks or a condo that is farther away?

Retirement planning encompasses many different things for different people, but at its core, planning is really about LIFE. What’s on your mind as you approach the time of retirement? What are you most looking forward to? What are your priorities and what are you hoping to achieve?

Because each family’s goals and situation is so unique, the best way to start planning for retirement is to learn as much as you can, then sit down with a financial advisor to develop your own personal retirement plan. SF Financial Services offers educational workshops on retirement in Colorado Springs, a retirement radio show, “Retire Financially Fit,” and one-on-one personal consultations to start the process of developing customized retirement strategies for each of our clients.

Whether you are concerned about income, wealth preservation, or the rising cost of health care, our goal is to help you choose the investment products, services, and strategies that can get you the growth, income, and protection that you deserve.

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.

GET STARTED