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.

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