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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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?
This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?