480.248.8980 info@dreamretire.com
Leaving A Legacy

Leaving A Legacy

We work so hard to build a life, but do we give thought to what we will leave behind when we are gone?  The need to leave a legacy is our spiritual need to know that our lives had meaning. We always encourage our clients’ to spend every dollar they have, because they...

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Preparing For Illness or Injury

Preparing For Illness or Injury

No one can plan for every variable in life, but a key part of financial planning is to build a safety net to prevent financial disasters caused by catastrophic illness or other personal tragedies. Below is a list of the different types of insurance coverage that...

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Entering Retirement

Entering Retirement

At SFS, retirement is our specialty! Over the years, we've helped over 500 clients navigate the maze of decisions that come prior to and during retirement. Retirement should be a time of celebration—especially if you have done your pre-retirement planning! But life...

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