Our Firm

SFS Financial Services is committed to working with individuals...to identify their investment goals and make sound decisions to reach them.  

Can you answer these questions about your financial future? 

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need life insurance?

Plan Sponsors and Business Owners:  401(k), SIMPLE IRAs, SEPs...which plan is right for your company?  Whether you already offer a plan to your employees or are considering it, let us help!  There is nothing "simple" about it, which is why you need professionals you can partner with...providing expertise to evaluate your plan's "health", assuring the benefit is structured properly and provides a variety of investments to fit the needs of all employees.  

Please call us toll free at (888) 611-9767 if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have it, we know someone who does.