Strategic Income Group is pleased to announce its new, wholly-owned subsidiary company, Certified Fiduciary Services, Inc.
Certified Fiduciary Services provides a variety of estate and trust administration services that complement Strategic Income Group’s offerings. Clients will now enjoy more seamless financial services with the two companies working together.
Certified Fiduciary Services was founded in 1999 by Pamela Johnston who saw a need for competent management of both financial and personal services for elderly and incapacitated individuals. The company has developed a knowledgable and experienced staff through comprehensive recruiting and continued training.
Estate/Trust Administration at Certified Fiduciary Services
Like Strategic Income Group, Certified Fiduciary Services aims to provide a broad spectrum of services. Some of these services available at Certified Fiduciary Services include:
- Court-Appointed Guardian/Conservator, Personal Representative, and Trustee Services
- Contract Agent Services for Persons Serving as Guardian/Conservator, Personal Representative, or Trustee
- Agent Services under General Power of Attorney
- Property Management/Home Inspections
- Court Accountings
- Personal Bookkeeping
- Transportation and Shopping
- Relocation Services
- Future Nomination as Successor Trustee, Personal Representative, and Power of Attorney
Clients of Strategic Income Group can benefit from these services, especially those who are elderly, incapacitated, or have a family member who is. Coupling the wealth management services of Strategic Income Group with the estate/trust administration services of Certified Fiduciary Services can offer family members peace of mind, a clear financial plan, and robust implementation.
A fiduciary is someone who accepts the responsibility of handling the personal and/or financial affairs of a client solely for the benefit of that client.
Certified Fiduciary Services will ensure you are working with an Arizona-licensed fiduciary and will design, implement, and monitor a personalized plan that enables you or your family members to maintain dignity and independence as long as possible.
Call or sit down with a financial advisor at Strategic Income Group to explore your needs and develop a financial plan. Strategic Income Group may recommend the services of Certified Fiduciary Services and explain how their services will aid you in your financial goals.
If you prefer, you may contact Certified Fiduciary Services directly by calling: (623) 977-6310.
Visit their Phoenix-local office at: 9210 W. Union Hill Dr., Suite B101, Peoria, AZ 85382.
Learn more by visiting their website at: CFSSunCity.com.
Strategic Income Group is excited to have acquired Certified Fiduciary Services for the benefit of both companies’ clients. Take action today and learn how Certified Fiduciary Services can help you and your family.