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SFS FINANCIAL SERVICES

9865 E. 116th Street, Suite 400
Fishers, IN 46038

Phone:

888-611-9767

Fax:

317-732-1598

E-mail:

"Sensible Financial Solutions"

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!

Describes financial burdens associated with end-of-life care and funerals.

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Outlines steps toward handling financial setbacks and emerging stronger.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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How much Disability Income Insurance do you need?

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you determine whether you should consider converting to a Roth IRA.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck