Retirement Income Source Scranton Financial Group

Retirement Income Source Scranton Financial Group Our philosophy at Retirement Income Source SFG is being the coach who assists you in identifying and reaching your own financial goals.

Our mission is to educate clients on their best options for meeting their current financial needs, achieving their long-term financial goals, helping avoid common retirement-planning mistakes, and helping our clients achieve their ideal retirement. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.

SEVEN-STEP EDUCATIONAL PROCESS

Identify lifetime objectives & strategies
Understand all your options
Determine your risk profile
Build your stable allocation model
optimize your investment allocations
identify tax reduction and catastrophic protection strategies
schedule regular periodic reviews
"An informed client is a good client." Retirement Income Source SFG would be pleased to steer your course toward a lifetime of financial security.

06/03/2026

🎂 Happy Half Birthday!

Turning 59½ may not come with balloons and cake, but it does come with new retirement planning opportunities.

This milestone could be the perfect time to:
✔ Review account fees
✔ Evaluate your investment allocation
✔ Reduce unnecessary risk
✔ Improve tax efficiency
✔ Align your portfolio with your retirement goals

Your next chapter deserves a strategy built specifically for you.

☀️ What Does Your Ideal Retirement Summer Look Like? ☀️Retirement isn't just about leaving work behind—it's about having...
06/02/2026

☀️ What Does Your Ideal Retirement Summer Look Like? ☀️

Retirement isn't just about leaving work behind—it's about having the freedom to spend your time the way you want.

🌊 Relaxing by the beach
✈️ Exploring new destinations
⛳ Perfecting your golf game
👨‍👩‍👧‍👦 Making memories with family and friends
🚤 Enjoying weekends on the water
📚 Finally tackling that reading list

Your vision for retirement is unique, and having a plan in place can help turn those summer dreams into reality.

What does your ideal retirement summer look like? Share your answer in the comments! ⬇️

🌟 Employee Spotlight: Meet AnnMarie! 🌟We’re excited to introduce AnnMarie, one of our Client Relations Representatives!A...
06/01/2026

🌟 Employee Spotlight: Meet AnnMarie! 🌟

We’re excited to introduce AnnMarie, one of our Client Relations Representatives!

AnnMarie brings a unique blend of leadership, teamwork, and dedication to our team. Originally from Utah, she moved to Connecticut in 2016 to attend Post University, where she earned multiple degrees, including her MBA, graduated as a Malcolm Baldrige Scholar, and excelled as a dual-sport athlete in volleyball and basketball.

Today, she applies that same drive, discipline, and passion for helping others in her role supporting our clients and team.

When she’s not at work, you can find her hiking, golfing, working out, reading, or spending time with family and friends.

05/29/2026

☀️ One thing to adjust before heading into summer?
Your retirement budget.

Summer often brings extra expenses—travel, family visits, weddings, home projects, and more. A quick mid-year financial check-in can help make sure your spending still aligns with your long-term retirement goals.

Ask yourself:
✔️ Has my spending changed this year?
✔️ Am I still saving enough for retirement?
✔️ Do I have a plan for unexpected summer expenses?

Small adjustments now can help create more confidence later. 🌴💰

05/28/2026

“What happens if the market drops right after you retire?”

It’s one of the biggest concerns for soon-to-be retirees — and for good reason. A market downturn early in retirement can have a bigger impact when you’re no longer contributing to your accounts and may be taking withdrawals.

That’s why retirement planning isn’t just about growing your savings — it’s about creating a strategy designed to help weather different market conditions.

A few key questions to consider:
• Do you have an income strategy in place?
• Is your risk level aligned with your retirement timeline?
• Do you have cash reserves for short-term needs?
• Is your portfolio diversified appropriately?

Planning ahead can help you feel more confident no matter what the market does.

05/27/2026

🌊 Imagine retirement like your perfect summer getaway…

No rushing.
No alarms.
More time doing what you love.

A well-built retirement plan can help you prepare for the lifestyle you’ve worked hard for — with strategies focused on income, taxes, savings, and long-term goals.

Because retirement isn’t just about leaving work. It’s about having the freedom to enjoy what comes next. ☀️

📅 May Check-In: Are You Closer to Your Retirement Goals? As May comes to a close, it’s a great time to pause and reflect...
05/26/2026

📅 May Check-In: Are You Closer to Your Retirement Goals?

As May comes to a close, it’s a great time to pause and reflect:

✔️ Have you increased your savings this year?
✔️ Are you feeling more confident about retirement income?
✔️ Have you reviewed your investments, taxes, or future healthcare costs?
✔️ Do you know if you’re still on track?

Small adjustments today can make a big difference tomorrow. Retirement planning isn’t just about reaching a number—it’s about creating the lifestyle you want for the future.

How are you feeling about your progress so far this year? 👇

05/24/2026

Retirement isn’t just about saving more — it’s about planning smarter.

As retirement gets closer, small financial decisions can have a big impact on your future income, taxes, and lifestyle.

Ask yourself today:
✔️ Is your portfolio aligned with your retirement goals?
✔️ Do you have a strategy for taxes in retirement?
✔️ Will your income last as long as you do?
✔️ Are you prepared for unexpected healthcare costs?

The sooner you start planning, the more options you may have later. Your retirement should feel confident — not uncertain.

05/21/2026

What’s Your Retirement Risk Tolerance? 📊
When it comes to investing for retirement, everyone has a different comfort level with risk. Your strategy should reflect your goals, timeline, and peace of mind.

Which investor sounds most like you? 👇
🟢 Conservative — “I’d rather protect what I’ve built.”
🔵 Moderate — “I want a balance of growth and stability.”
🟠 Growth-Focused — “I’m comfortable with more market ups and downs for higher potential returns.”

There’s no one-size-fits-all approach to retirement planning — the key is making sure your portfolio aligns with your retirement objectives and risk tolerance.

05/20/2026

Do you think retirement will look different for your generation? 🤔

For many people, retirement today looks a lot different than it did for previous generations.
Some want to keep working part-time, travel more, start a business, volunteer, or spend more time with family—not just “stop working.”

But one thing hasn’t changed: having a financial strategy matters.

Retirement isn’t just about reaching a certain age anymore—it’s about creating the freedom to live life on your terms. The earlier you plan, the more options you may have later.

What does your ideal retirement look like? ⬇️

Address

1921 Boston Post Road Ste 8
Westbrook, CT
06498

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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