Bob Stamm has been our financial advisor for over 20 years. He has guided us financially through our foundation and accumulation phases so that we are currently enjoying a comfortable retirement phase.
Bob is always quick to respond to our calls and to clarify any concerns we may have. He explains processes and programs with facts. He is also a good sport when he gets carried away with his “numbers brain” and we ask him to please repeat in non-technical verbage.
Not only is Bob our financial advisor, he has become our friend. I would not hesitate to recommend Strategic Income Group to family or friends (as we have done several times over the years.)
No one has a market/financial crystal ball, but we have put our money and trust in this company and have not regretted our decision. Whoever you use, don’t wait to get direction and a financial plan. We are very satisfied with Strategic Income Group.

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  • Daily Inspiration 4/17/2024

    I will help save and make my clients money today than they had yesterday.

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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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