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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!

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Considering some important issues now could provide more options in the event of early retirement.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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How much do you need to save each year to meet your long-term financial goals?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How Long Will Your Funds Last?

Compare the potential future value of tax-deferred investments to that of taxable investments.

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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