Your Financial Toolbox
Let SFA Wealth Management Help You With Your Financial Needs
Knowledge is power. it is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Our SFA Management Team will work diligently to develop a program that carefully balances investment strategies with preserving principal. In today’s economic environment, there are many challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get you ina position to reap those rewards.
What Tools Do You Have in Your Financial Toolbox?
Hover over the title on each drawer to learn more.
Taxes
There are multiple tax-sheltered retirement accounts, such as 401(k)s and IRAs, you should be putting money into. Those accounts grow tax-free, meaning you can wind up with more money in retirement.
Stocks
Stocks historically produce long-term gains that are bigger than those of any other asset class. Their return potential gives them the best chance to beat inflation over long periods.
Bonds
Bonds might not provide as much bang as stocks, but they are an essential part of everyone's retirement portfolio because of their stability, income, security, and tax savings benefits.
Real Estate
Real estate investing comes with many potential upsides, including the opportunity to build retirement income quickly and safely, whether you hope to retire young or catch up on retirement savings later in adulthood.
Annuities - LIfe
Annuities can plan an important role in your retirement plan and come in many styles, each with its own unique features. These can increase your retirement savings or be able to give you guaranteed income.
Medicare
Our team provides insight while helping you navigate your Medicare Advantage Plan options. Medicare Supplement Insurance as well as Prescription Drug Coverage.
Social Security
Using powerful software, we analyze your unique information and tell you how to leverage all the rules of Social Security to your full advantage. The result may be more money for you!
Estate Planning
The fastest way to erode your life's work is to not have an estate plan in place. An estate plan protects your assets and provides for your family in the event you are no longer around to provide for them yourself.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
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Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. SFA and BCM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
SFA Wealth Management & Senior Financial Advisors is not affiliated with or endorsed by the Social Security Administration or any other government agency.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.
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