Secure Your Future: Why a Strategic Financial Plan Matters More Than Ever

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  • 1:39 min

  • 15 Apr 2025
  • Jeremy Waters

Secure Your Future: Why a Strategic Financial Plan Matters More Than Ever

In today’s rapidly changing economy, many people find themselves asking: Am I really prepared for the future? Whether you’re planning for retirement, saving for a child’s education, or navigating a career change, financial stability doesn’t happen by accident—it happens by strategy.

At Strategic Income Group, we believe that your financial plan should reflect not only your goals but your values. That’s why we take a holistic, faith-centered approach to help individuals and families steward their resources with wisdom and confidence.

The Power of Planning

Creating a financial plan is like building a house. You wouldn’t start without a blueprint—and your finances deserve the same intentionality. A strategic plan helps you:

  • Define your short- and long-term financial goals

  • Make informed decisions about investments, insurance, and tax strategies

  • Prepare for life’s unexpected events with confidence

  • Align your financial path with your personal values and purpose

Whether you’re just starting out or revisiting your plan after years of building, Strategic Income Group provides tools and guidance tailored to every stage of life.

Why Strategic Income Group?

We aren’t just financial advisors—we’re partners in your journey. Our team brings decades of experience in helping clients:

  • Maximize income in retirement

  • Minimize unnecessary taxes

  • Protect wealth for future generations

  • Build legacy strategies that reflect personal faith and impact

We take the time to understand your unique circumstances, offer personalized guidance, and walk with you every step of the way.

Let’s Build Something That Lasts

If you’ve been waiting for the “right time” to get serious about your financial future, that time is now. Strategic planning isn’t about perfection—it’s about preparation. And with the right guidance, the future you envision is closer than you think.

Contact Strategic Income Group today to schedule your complimentary consultation and take the first step toward financial clarity, confidence, and peace of mind.

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Secure Your Future: Why a Strategic Financial Plan Matters More Than Ever In today’s rapidly changing economy, many people find themselves asking: Am I really…

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Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
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Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.
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    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

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