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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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Calculators
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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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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.