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.

06/22/2026

Sometimes what looks better on paper… costs you more.

Social Security got a raise.

But Medicare premiums went up too.

For many retirees, that “raise” quietly disappears.

That’s why retirement planning needs to go deeper than the statement balance.

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

One day you're teaching your child how to ride a bike. Then you're helping them move into their first apartment. Then so...
06/21/2026

One day you're teaching your child how to ride a bike. Then you're helping them move into their first apartment. Then somehow they're asking you for advice about raising their own children. Life has a way of moving faster than we expect.

This Father's Day, here's to the fathers, grandfathers, and father figures who showed up year after year, often without much recognition, simply because that's what needed to be done.

Happy Father's Day to all those who helped shape the lives of others.

“I think we’re okay” is not the same thing as:“I know we’re okay.”And for many people approaching retirement…That quiet ...
06/21/2026

“I think we’re okay” is not the same thing as:

“I know we’re okay.”

And for many people approaching retirement…

That quiet uncertainty sits in the background for years.

Not panic.

Just questions:

Will the money last?
What happens if healthcare changes?
What if the market drops?
What if one of us goes first?

That feeling is often not irrational.

It is your gut asking whether the plan is actually built to hold up.

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

06/19/2026

Sometimes retirement plans are tested by things people never expected.

Healthcare.
Caregiving.
Long-term care.

The question is not whether life changes.

The question is whether the plan was built for it.

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

06/17/2026

Nobody tells you this:

The IRS has been quietly waiting on every pre-tax dollar you saved.

And when retirement arrives… the timing matters.

Planning matters.

Because delays have a price.

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

06/15/2026

A statement is not a plan.

A pie chart is not a plan.

And an annual meeting where someone says “you’re on track” may not be a plan either.

The question is:

Do you know how income will actually work in retirement?

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

I think one of the hardest things for people is this:They don’t want to make a mistake.And because they don’t want to ma...
06/10/2026

I think one of the hardest things for people is this:

They don’t want to make a mistake.

And because they don’t want to make the wrong move…

they don’t make one at all.

Not because they’re careless.

Not because they’re lazy.

Because the decisions feel bigger now.

More permanent.

More important.

And that hesitation?

It’s more common than people think.

👉 Call 800-883-1518 to schedule a complimentary Discovery Call.

I had a conversation where someone said,“We’re just waiting until it feels like the right time.”And I understand that.Be...
06/09/2026

I had a conversation where someone said,

“We’re just waiting until it feels like the right time.”

And I understand that.

Because it sounds responsible.

It sounds patient.

But sometimes…

it’s neither of those things.

Sometimes it’s just easier to wait.

To put it off.

To avoid making a decision right now.

And while that feels harmless…

it keeps everything exactly where it is.

No progress.
No clarity.

Just… delay.

👉 Call 800-883-1518 to schedule a complimentary Discovery Call.

Most people spend years learning how to save.But almost no one teaches them what comes next.How income actually works in...
06/08/2026

Most people spend years learning how to save.

But almost no one teaches them what comes next.

How income actually works in retirement.

How taxes change.

How healthcare costs shift.

How one decision affects another.

So people do what they know.

They keep saving.

Keep hoping.

Keep assuming it will all come together.

And sometimes it does.

But sometimes…

important things get missed.

👉 Call 800-883-1518 to schedule a complimentary Discovery Call.

06/02/2026

It’s not a lack of effort.
It’s not knowing what to trust.

👉 Call 800-883-1518 to schedule a complimentary Discovery Call.
Or go to RetireFinanciallyFit.com to request my book, Retire Financially Fit, along with additional resources.

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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