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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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>>>

 

Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.

Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.

HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.

Do You Know Your Medicare Coverage Options?
There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.

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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.

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