ABOUT US
GUIDING YOU WITH SERVICES
THAT PUT YOU FIRST.
OUR MISSION
At Retirement Income Source SFG, our mission is to educate clients on an ongoing basis as to their best options for meeting their current financial needs, achieving their long-term financial goals, helping avoid common retirement-planning mistakes, and enjoying a lifetime of greater financial stability.
More Dependable Income, More Reliable Growth
At Retirement Income Source SFG, we teach clients how to enjoy reliable portfolio growth and greater financial stability through more conservative investment options help generate income through interest and dividends. This is income that can be spent, or reinvested to grow your money organically, or – as we like to say – “the old-fashioned way.”
Our number one mission is client education. We want to work with you to help ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long-term financial goals. We will teach you the basics of investing, the importance of financial defense, the essential facts about market history, what you need to know about interest rates, bond funds and strategic investing, and the difference between income and cash flow.
At the same time, we will teach you how to help avoid the common financial mistakes that typically undermine so many retirement plans, mistakes such as inefficient asset allocation, overpaying on taxes, and lack of catastrophic health care planning.
At Retirement Income Source SFG, we believe the best client is a knowledgeable client. We believe peace of mind comes from understanding your options, and from working regularly with your advisor to choose the options that will work best for you and your loved ones – now and into the future.
At Retirement Income Source SFG, our mission is education, and our objective is to steer you on a course toward a lifetime of greater financial stability through more conservative, income-generating financial strategies. Contact us today to learn how we can help you reach that very destination.
how we serve you.
OUR FIRM
All of us dream of having a financially carefree retirement where we won’t have to worry about expenses or making ends meet.
It’s possible to be financially stable in retirement but you’ll need a comprehensive plan built on knowledge and experience.
Retirement Income Source SFG is dedicated to providing our clients with the financial foundations they need to succeed. We assist you in identifying your own financial goals. We follow a seven-step educational process that helps you identify your objectives and develop the strategies that will allow you to reach those goals.
OUR SEVEN-STEP PROCESS
Identify Lifetime Objectives & Strategies
At Retirement Income Source SFG, we don’t believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to help you achieve your personal goals.”
Determine Your Risk Profile
How much of your money should be in the stock market? How much should be in more conservative investments? We believe in staying within your comfort level rather than chasing short-term market returns.
Understand All of Your Options
Some advisors are not willing to spend the time to educate you. We believe an informed client is a good client. We believe peace of mind may come from understanding your options.
Build Your Non-Stock Market Portfolio
Your personal preferences as well as your cash flow needs are some of the factors that determine your non-common stock market investment allocation. In building your model, we educate you about today’s more conservative income-generating investments, so you can make informed decisions.
Optimize Your Investment Allocations
If desired, we will help you allocate the equity portion of your investments in conjunction with modern portfolio theory and mean-variance optimization.
Identify Tax Reduction and Catastrophic Protection Strategies
Once your investment allocation is completed, we will help coordinate your affairs. We focus on minimizing your income taxes and future death taxes, as well as helping to protect you and your assets from health care catastrophes.
Schedule Regular Periodic Reviews
Last but certainly not least, we believe regular periodic reviews will help you stay the course. Our firm’s success in large part comes from an emphasis on client service. We strive to contact our clients at least four times a year.