Personal Services
Your success starts with your story. We begin by listening—truly understanding your goals, values, and vision. This is more than a financial plan—it’s an investment in your future.
Our Services Include:
- Goals & Objectives Review – Clarifying what matters most to you
- Financial Plan Development – Crafting a strategy tailored to your life
- Retirement Income Analysis – Ensuring your income supports your lifestyle
Business Services
We are more than a financial firm. We're advocates for the financial futures of your company and your people. Our guidance can help you build a stronger, more secure workplace.
- Fiduciary Support
- Retirement Products
- Employee Education
Retirement Plan Member
Your career and financial future should work hand in hand. We provide personalized strategies to help you align your goals for today and tomorrow
- Education
- Financial Planning
- Retirement Income Planning
Retirement Plan Administration
As an independent retirement plan consulting firm, we manage the complexities, so you can focus on your business while your employees gain the tools for a secure retirement. With SFS, your plan works better—for your company and your people.
Trusted Team
Our cohesive team ensures consistency, efficiency, and professionalism across all financial areas. Serving as for all your financial and retirement planning needs. Streamlining every aspect of your financial journey under one trusted team.
Our Culture
At SFS, respect, teamwork, integrity, and accountability are at the core of everything we do. We show up on time, do what we say we will, finish what we start, and always value relationships with a simple please and thank you. Our commitment to these principles ensures trust and excellence in everything we do.
Success Stories
“SFS is an amazing resource of information to help you navigate through ever changing times. They care about the investments you are trusting with them, understanding the time it took to earn this money you are investing into their markets. SFS is always there when I have questions and are always willing to meet with us once or twice a year to make certain we are on track to still meet our goals. Thank you, SFS & Bert, – We would not be where we are today without your help and guidance!”
~ Kathy Christensen
*The statement was provided in March 2025 by Kathy Christensen who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed*
Success Stories
It’s been a pleasure to work with Jeff at SFS. Not only has he helped my spouse and I create a well-rounded retirement plan with various “playchecks”, he has also helped us understand the importance of other financial goals and objectives such as life, disability and long term care needs. With all this talk in our family of being prepared financially, it appears to have made an impact on our young adult son who is also working with Jeff on planning his financial future! Thank you, Jeff and the SFS Team!
~Sandra Monahan
*The statement was provided in March 2025 by Sandra Monahan who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed*
Success Stories
“Successful retirement stories start with a plan and start early. It's not just an investment plan but a comprehensive plan that considers clients finances. I would not be where I am today without Larry and his team. His guidance, knowledge and above all TRUST have been instrumental in me and my husband's security of our finances. Without his team we would not have reached our goals for retirement success. Waiting to work with this firm only puts your wealth at risk.”
Barbie Leete
Client of Larry Witzel, AIF®, CFP®, CLU® President, Strategic Financial Solutions
The statement was provided on 11/18/2023 by Barbara L. who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. #24228975
Success Stories
We have had a long relationship with SFS starting with Larry with our pension/401K through our work and Bert with our retirement planning. They have helped us through the process of diversifying our accounts, being proactive with market trends, weathering the fluctuations and most importantly being successful in our early retirement.
Bert was using a model of probability for success (software program?), as opposed to a stack of paper reports. It was a good visual for us to review periodically as he helped us navigate through this process and proposed options. SFS helps you be successful through their financial planning expertise - from start to finish and even with LTC planning.
Jeanice and Greg Blood
Client of: Bert McClintock, CFP®, AIF®, AIFA® Vice President of Retirement Services Strategic Financial Solutions
The statement was provided on 11/20/2023 by Jeanice and Greg Blood, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. #24255740