Strategic Financial Services Strategies for Financial Success

78290 Willowrich Dr.
Palm Desert, CA 92211
FAX: 818-436-4682
Email:   pam@sfsretire.com
cindy@sfsretire.com

78290 Willowrich Dr. Palm Desert CA 92211

Ph. 818-244-6986    Fax 818-436-4682  and

825 S. Oak Knoll Ave. Pasadena, CA 91106

Ph. 818-244-6987  Fax 818-572-4528

RETIREES: We help create retirement income plans focused on helping retirees maintain their lifestyle, manage distributions and taxes and preserve and protect their wealth.

INDIVIDUALS: Our mission is to help people develop a strategic, in-depth plan that can help them with the financial issues that affect their lives. Whether planning for education, future retirement, or the unique needs of retirees, we create a personalized plan for each client. Using that blueprint, we help our clients build an investment strategy based on their financial goals.

Securities and advisory services offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC, CA insurance license # 0I32305) member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 

https://brokercheck.finra.org

BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.

 

CalculatorsNewsletters
 

College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators>>>

 

Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.

Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.

The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.

Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.

More Newsletters>>>

  Articles
Educate yourself on a variety of
financial topics.
Calculators
A host of financial tools to assist
you.
Newsletters
Timely Newsletters to help you
stay current.
Glossary
Financial terms from A to Z.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

[ Online Privacy Policy | Important Disclosures and Form CRS | Business Continuity | Privacy Promise | Order Routing Disclosure | Cetera Advisors ]