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