Are you retirement ready?
Unfortunately, a majority of Americans are not saving enough to replace the income they will need throughout retirement. What is that "number" and how do you know how much you should be saving on a regular basis to reach that goal? SFS Financial Services can help you determine what your needs may be and get you on track to retire on your terms.
401(k) Plan Sponsors: Do you get the support you need as a plan fiduciary? Does your plan adviser work with the employees to assist them in their retirement planning? Ours do! Kim South, a/k/a "the 401(k) Lady", partners with plan sponsors throughout the country, helping them analyze their plan and determine if it is working for them and their employees or it it needs tune up! Let us put the 30+ years of experience in the financial services industry to work for you. Give Kim a call to schedule a meeting and receive a complimentary plan analysis...no string attached!
What are you waiting for, give us a call to schedule an appointment to get your plan back on track!
Newsletters
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.