Strategic Financial Services

Strategic Financial Services

Strategic Financial Services is a Corpus Christi based financial services company. We are committed to serving our clients and our community with innovative safe money strategies.

We specialize our work with seniors on income and retirement planning.

Operating as usual

Claim Plan

~ATTENTION~

Strategic Financial Services will be holding a Social Security education course at Del Mar College on the following dates:

Tuesday, July 23rd 6:15pm - 7:15pm
Thursday, July 25th 6:15pm - 7:15pm

-Discover how sweeping changes made in 2015 are still affecting Social Security claims today!
-Learn ways to avoid common Social Security mistakes (and ways to optimize your benefits)
-Understand how Social Security's lifetime income should integrate with your retirement income plan
-Learn how Social Security will be taxed (and how to reduce or even eliminate some taxes)

Click on the link below to register:
https://events.claimplan.net/corpus-christi-7-23-25/?inf_contact_key=474dc9f63f8c1c649dde91794fe57b26

events.claimplan.net Claim Plan - www.claimplan.net - ©2019 l Privacy Policy & Terms of UseThis is not a part of the Facebook website and is not endorsed by Facebook Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. This Social Security and insura...

Calling all educators! Are you considering taking that step towards retirement? Take advantage of a great opportunity to learn the truth about retirement planning. This free dinner presentation at Katz 21 Steak & Spirits Restaurant will be hosted by our subsidiary, Educators Financial Services, which specializes in retirement planning for educators.
Secure your spot today by calling 361-994-8252.

Morningstar Free Smartpage | News


Thinking of buying an annuity? Here are 7 questions you should ask before making a decision: http://ow.ly/uyZin








7 Questions to Ask About Annuities

news.morningstar.com

My last column looked at the sales traction that insurance companies are getting with deferred income

news.morningstar.com

forbes.com

Big Retirement Mistake: Thinking You Know When To Claim Social Security, When You Don't


Forbes: The biggest retirement mistake is thinking you know Social Security when you don't: http://ow.ly/uyZbA

forbes.com There are thousands of different variations in the way a married couple could claim benefits and their lifetime income gains from an optimal strategy could exceed $250,000.

nytimes.com

Annuities Not for Everyone, but They Have a Place


NY Times: Annuities have their place. A great look at when to and when not to use annuities: http://ow.ly/uyYQM








Annuities Not for Everyone, but They Have a Place

www.nytimes.com

Annuities — which produce regular, guaranteed retirement income — still have their uses, but may come with hard-to-understand contract...

nytimes.com Annuities — which produce regular, guaranteed retirement income — still have their uses, but may come with hard-to-understand contract riders and high fees.

lifehealthpro.com

Indexed annuity sales hit $11.5 billion in Q4 2013 | LifeHealthPro

Sales numbers for fixed annuities continue to set new records: http://ow.ly/uyZoG

lifehealthpro.com Indexed annuity sales rose 15 percent from the previous quarter and grew 35 percent compared to the same period a year ago.

Is it time to retire the word, retire? http://ow.ly/jzrEF

marketwatch.com

Challenging status quo bias in annuity sales

Status quo often forms our opinions for us. Here's a challenge to the status quo of annuities. http://ow.ly/reYKt

marketwatch.com Status quo bias affects how decisions are made, and this predictable tendency is having a negative influence on both the annuity consumer and the...

marketwatch.com

Retirement income: Should you set it in stone?

Annuities are one of the only retirement income tools that allow you to KNOW how much income you will receive. http://ow.ly/rnGo5

marketwatch.com Annuities can guarantee retirees an income stream they can never outlive, but some strategies have more flexibility than others, as RetireMentor...

usatoday.com

Three must-dos to maximize retirement goals

What are you doing to guarantee income in retirement? http://ow.ly/rsAxn

usatoday.com There was a day when retirement was guaranteed by a company pension and a gold watch. No more.

reuters.com

That retirement crisis? Not so bad, after all

Boomer's in better retirement shape than originally believed. http://ow.ly/rsAT9

reuters.com NEW YORK (Reuters) - Don't look now, but some of the same folks who have been spreading fear about the woeful lack of retirement readiness among...

forbes.com

The Retirement Killer: Volatility

Fixed Indexed Annuities can protect you from this volatile market. http://ow.ly/rx5Yj

forbes.com Portfolio failure, meaning you run out of money during retirement, is directly related to volatility. As volatility goes up, the expected failure...

dailyfinance.com

7 New Trends in Retirement - DailyFinance

The retirement trends are changing how are you preparing? http://ow.ly/rx5kW

dailyfinance.com Your retirement is likely to be quite different from what your parents experienced. Here's seven current trends in the world of retirement.

investmentnews.com

Fixed-annuity sales driven by frustration with low interest rates,...

Fixed-annuity sales in the third quarter reached their highest level since 2009 http://ow.ly/rx52J

investmentnews.com Fixed-annuity sales in the third quarter reached their highest level since 2009, topping $22 billion. That number represents a 31% rise from the...

nytimes.com

Emotion Has Its Place in Financial Planning

Sometimes, emotion will win in our financial decisions, if we understand why, it becomes a decision we can handle http://ow.ly/ruDdt

nytimes.com Spreadsheets can’t account for the intangibles that often need to have a place in our decision-making.

marketwatch.com

5 investing tips for the ‘partially retired’

Great tips for those already 60+ http://ow.ly/ruCXJ

marketwatch.com Survey: More than 15% of workers ages 60 to 62 are still earning salaries, although at lower levels. For those 65 to 67, the number is higher than...

usatoday.com

7 big mistakes to avoid in first year of retirement

Your retirement won't plan itself. Develop a plan with a trusted financial advisor and avoid this mistakes. http://ow.ly/rsB98

usatoday.com That first year is always the hardest

marketwatch.com

Variable annuities: right or wrong for you? Robert Powell's Retirement...

Are variable annuities right or wrong for you? http://ow.ly/raOXp

marketwatch.com Variable annuities are very complex investment products and may be unsuitable for people in or close to retirement, or those with a short...

forbes.com

Retirement Income: The Only (Right) Way To Create It

Forbes recommends annuities for lifetime income over many other popular investment tools. http://ow.ly/qAAi5

forbes.com Creating retirement income used to be simple and straightforward by using a balanced portfolio of stocks and bonds (often called a 60/40 portfolio)...

marketwatch.com

The boomer woman’s guide to annuities

Baby Boomer Women: This is your guide to annuities! http://ow.ly/qKnjq

marketwatch.com RetireMentor Melody Juge offers 5 steps to a smarter retirement-income strategy for women.

forbes.com

A New Breed of Financial Advisor Takes Off

What does the RICP (Retirement Income Planning Professional) designation really mean? http://ow.ly/qKncJ

forbes.com For years, financial planners focused on accumulating enough money for retirement. But with 10,000 baby boomers retiring every day, a new...

marketwatch.com

Top 5 annuity questions for 2013

Some good annuity questions answered. http://ow.ly/qHk9c

marketwatch.com You can spot the trends in the annuity industry by tracking the most frequent questions from confused retirement savers. Here are the queries that...

aarp.org

Is an Annuity Right for You?

AARP discusses possible use of annuities for retirement income. http://ow.ly/qAzt1

aarp.org Don’t have a pension? Don’t worry. Financial planners are increasingly paying attention to annuities as an option for retirement savings.

usatoday.com

Taking Social Security? Run the numbers first

"Just grabbing Social Security at age 62 can cost thousands of dollars in retirement" http://ow.ly/qHlj6

usatoday.com As Baby Boomers search for that magic number — and that magic age — for retirement, they need to double-check a few numbers for calculating when to...

online.wsj.com

Save for retirement—or college? Experts say for the best balance, put...

Should you prioritize saving for retirement or college? http://ow.ly/qtvgo

online.wsj.com Financial advisers say to put retirement first. But they offer some tips on how to achieve the best balance when juggling the family finances.

cbsnews.com

Costs matter when generating a retirement paycheck

Shopping for the most cost-effective retirement income generators may seem like a lot of work... http://ow.ly/qpIrk

cbsnews.com You'll earn a higher retirement paycheck if you shop to keep your costs low; read here to learn how much you can save

foxbusiness.com

Retirement Tip for Gen Y: Save Now!

Good tips for younger savers! http://ow.ly/qilef

foxbusiness.com An expert has a message that can help Generation Y secure retirement.

money.msn.com

Are annuities a good investment?

An argument to use annuities in your retirement plans. Talk to an independent advisor! http://ow.ly/q8we2

money.msn.com You've probably heard of annuities, but are they an investment to consider? Judge for yourself after you read this brief primer.

dailyfinance.com

Today's College Grads Won't Be Able to Retire Until They're 73 -...

Student loans will impact future retirement ages http://ow.ly/q8vng

dailyfinance.com Student loan debt is making it harder for new college grads to save for retirement, and that's translating to a much later retirement age.

marketwatch.com

Annuity dreams and contractual realities

"I always tell people that the upside to an indexed annuity is that there is no downside..." http://ow.ly/q6yQp

marketwatch.com Too many annuity purchases are made with the hope that the product really is too good to be true.

marketwatch.com

How to make penalty-free IRA withdrawals Tax Guy

Making penalty free withdrawals. http://ow.ly/q6yFf

marketwatch.com In this still-struggling economy, you may need to take an IRA withdrawal before age 59 1/2 to gain some needed cash. Here are the tax implications...

marketwatch.com

3 top deal-breakers on where to retire

Where should you retire? This article offers some insight and helpful sources. http://ow.ly/q1dTi

marketwatch.com While most Americans retire in or near the community they have been living, many consider a new locale. Here are three important considerations.

huffingtonpost.com

The Biggest Victim of the Debt Ceiling Deal: Your Retirement Savings

Protection from market volatility is another reason to consider an annuity. http://ow.ly/pWRuQ

huffingtonpost.com On Wednesday, all Congress did was flip over the hourglass on a game of chicken that cost our economy $24 billion and left America's future up in...

cnbc.com

Do annuities fit in a retirement plan?

Some good thoughts on how an annuity fits for lifetime income. http://ow.ly/pWKWH

cnbc.com While there are pros and cons to annuities, some retirement specialists say they have their place because they act as insurance policies that...

wallstreetsectorselector.com

Do I Want A Company To Buy My Annuity?

Is it a good idea to sell your annuity? TV hype has many considering it. It's best to consult with a professional. http://ow.ly/pEe36

wallstreetsectorselector.com Three questions to ask before you have a company buy your annuity.

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Telephone

Address


5262 S Staples St, Ste 300
Corpus Christi, TX
78411

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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