SF Financial Services

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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.

10/16/2026

Not everyone reaches retirement worried about running out of money.

Some people have plenty, but once the paycheck stops, spending suddenly feels different.

Barbara's point isn't to spend recklessly. It's to ask what you're actually being careful for.

If there's a reason behind the caution, that's a decision. If you're simply afraid to use the money, that may be something worth looking at.

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

10/14/2026

Rhoda had the same advisor for 19 years. Then he retired, and she was assigned to someone she'd never met.

She felt like she should just go along with it, but something about it bothered her.

Barbara explains why that feeling isn't unreasonable. A new advisor may be excellent, but 19 years of trust and familiarity don't automatically transfer just because the folder does.

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

10/12/2026

Cecil and his wife waited 13 years to take their trip to Ireland.

It cost about $9,000 more than they planned, and afterward, Cecil wondered if spending that much at 74 was foolish.

Sometimes retirement spending isn't about whether you were allowed to enjoy something. It's about knowing whether your plan can support the life you want to live.

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

A retirement plan can look fine on paper and still not answer one important question:How long does the money actually ne...
10/11/2026

A retirement plan can look fine on paper and still not answer one important question:

How long does the money actually need to last?

For some people, the plan was built around an age they never consciously chose.

Maybe it was based on family history.
Maybe it was based on an average.
Maybe nobody ever asked.

But if you're still here at 94, the question isn't whether you expected to live that long.

It's whether your plan still works.

That's worth finding out before you need the answer.

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

10/09/2026

Being careful with your money can feel responsible.

But if you don't know what you're trying to accomplish, how much is enough, or when you can stop, you may be giving things up without knowing whether you needed to.

The goal isn't simply to be more careful. It's to know what you're being careful for.

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

10/07/2026

It's easy to focus on the expenses we can see and change right away.

But retirement decisions don't always come with an obvious price tag. Sometimes the bigger questions are the ones sitting quietly in a drawer or on the counter.

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

10/05/2026

Family history can tell you something about your past, but it can't tell you exactly how long your retirement money needs to last.

If you've ever used your parents' or grandparents' ages as a guide for your own retirement, it may be worth asking a different question.

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

Sometimes the hardest financial decision isn't deciding what to do.It's admitting that you're still unsure.One woman had...
10/04/2026

Sometimes the hardest financial decision isn't deciding what to do.

It's admitting that you're still unsure.

One woman had four old retirement accounts and spent six years trying to figure out what to do with them.

She was getting different advice from different people, and instead of asking them to explain why their recommendations were different, she avoided the conversation altogether.

So the accounts stayed where they were.
The paperwork kept coming.
And she stayed uncomfortable with her own money.

Sometimes getting financially organized starts with a simple question:
“Can you help me understand why you're recommending this?”

You don't have to know all the answers before you start asking better questions.

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

As Creek Week comes to an end, we’re proud to be part of our community—not just in the work we do every day, but in the ...
10/02/2026

As Creek Week comes to an end, we’re proud to be part of our community—not just in the work we do every day, but in the ways we show up for the places we call home.

Our SF Financial Services team participated in the 2026 Fountain Creek Watershed District Creek Week cleanup, working alongside fellow volunteers to help care for Fountain Creek and the surrounding waterways.

Thank you to the Fountain Creek Watershed District and all the volunteers who gave their time and energy to this effort. 🌿💚 We’re grateful to have been part of it!

10/02/2026

Randy had prepared financially for retirement.

What he didn't expect was how much his daily life would change once work was no longer part of it.

We spend a lot of time preparing for the financial side of retirement. But there's another question worth thinking about: What will your days actually look like?

📞 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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