SF Financial Services

SF Financial Services SF Financial Services was founded in 2005 with an emphasis on retirees and those nearing retirement.

We, at SF Financial Services, provide our clients with comprehensive financial planning services. We aim to preserve, generate and transfer the wealth of our clients to future generations via, conservative and ever-evolving financial management tools and techniques. Building a solid retirement is one of the greatest efforts people undertake in life, and we want each of our clients to enjoy their

retirement years. Disclosure:
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

09/07/2026

You don't need to understand complicated investments to know whether you're prepared.

Sometimes the most important retirement questions are simply:

Where is your money?
Who do you call?
What happens if one Social Security check stops?

Knowing the answers can give you much more confidence about your retirement plan.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

Happy Labor Day!Today, we honor the hard work, dedication, and contributions of workers everywhere. Wishing you and your...
09/07/2026

Happy Labor Day!

Today, we honor the hard work, dedication, and contributions of workers everywhere. Wishing you and your loved ones a safe, relaxing, and well-deserved Labor Day!

Retirement planning isn't just about how much you have saved.It's also about understanding how your money will work once...
09/06/2026

Retirement planning isn't just about how much you have saved.

It's also about understanding how your money will work once the paychecks stop.

What taxes will look like.

When required withdrawals begin.

How much cash you may want available.

And what decisions you have before the calendar makes some of them for you.

The goal isn't to make retirement complicated.

It's to make sure you understand the choices available while you still have choices.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

09/04/2026

A Roth conversion isn't just about how much you move. It's also about how you handle the tax.

One couple paid the tax from their savings instead of taking it out of the amount they converted. That allowed every dollar they moved into the Roth to keep working for them.

After seven years, they said the best part wasn't the tax—it was finally knowing what their money was.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

09/02/2026

A required retirement withdrawal can affect more than your tax bill.

For some retirees, a larger RMD can also make more of their Social Security taxable—and potentially lead to higher Medicare premiums later.

That's why retirement income decisions need to be looked at as part of the bigger picture.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

08/31/2026

A retirement account balance can look reassuring.

But there’s another number worth knowing: how much of it is actually yours after taxes?

That’s a question worth asking before retirement—not after.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

There’s an old farming idea I come back to often:Don’t eat the seed corn.The seed wasn’t being saved because the farmer ...
08/30/2026

There’s an old farming idea I come back to often:

Don’t eat the seed corn.

The seed wasn’t being saved because the farmer was selfish.

It was being protected because it was next year’s crop.

Retirement can work the same way.

You can love your children.

Help your parents.

Support your grandchildren.

And still protect the part of your financial life that needs to support you for the years ahead.

Those things are not in conflict.

In fact, protecting your own financial foundation may be what allows you to keep helping the people you love without eventually becoming dependent on them.

Floor first.

Overflow second.

Then generosity can come from a place of confidence instead of uncertainty.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

08/28/2026

There’s an old farming lesson that applies surprisingly well to retirement.

You don’t eat the seed corn.

Some resources are meant for today.

Some can help the people you love.

And some need to remain protected so they can support tomorrow.

Setting something aside for your own future isn’t the opposite of generosity.

It may be what allows your generosity to continue.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

08/26/2026

Financial uncertainty doesn’t always sound like a conversation about money.

Sometimes it sounds like frustration over the house.

A short answer at dinner.

The same disagreement happening again and again.

And sometimes the numbers are actually okay.

The problem is that nobody knows they’re okay.

A clear retirement plan can provide more than numbers. It can give a family something equally valuable: clarity.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

08/24/2026

Sometimes cutting back at work to care for someone you love is absolutely the right decision.

But even the right decision can have a financial cost.

Reduced earnings.

Fewer retirement contributions.

A smaller company match.

Potential changes to future Social Security.

Knowing the price doesn’t make the decision wrong.

It simply allows you to make it with your eyes open.

📞 Call 800-883-1518 to ask about a complimentary Discovery Call.

Address

1870 Dublin Boulevard
Colorado Springs, CO
80918

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 2pm

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