Estate Planning Services

Protect Your Legacy and Make a Lasting Impact

Estate planning is the crucial third step in the Foundation Phase of building lasting wealth and impact. At Strategic Income Group, we believe that estate planning is about more than asset protection—it’s about creating a legacy that reflects your values, safeguards your loved ones, and allows your wealth to make a positive difference for generations to come. Our services are designed to help you structure your estate, handle life’s unexpected emergencies, and ensure your wishes are carried out with precision.

Having the right Powers of Attorney—for medical and financial decisions—ensures that your loved ones can manage emergencies and critical decisions on your behalf when you are unable to do so. These documents are an essential part of protecting your family’s future and ensuring your intentions are honored in all situations.

Service Menu

  • Estate Plan review of existing documents $125.00
    Have an attorney review and comment on your current Estate Plan and recommend any needed changes or updates.
  • Creation of a new Will based plan$850.00
    Living Will, Medical Power of Attorney, Financial Power of Attorney
  • Creation of a new Trust based plan$1,250.00
    State specific Revocable Living Trust, with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases
  • Each Property Deed into new Trust$250.00
  • Foundations Fast Start Program$1,800.00
    (*$1,000 Guaranty in two week turn-around) Discovery Meeting to gather all necessary information and documents
  • Signing & Review Meeting
  • Includes:
    • Creation of a state specific Revocable Living Trust with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases
    • Deed primary home to trust
    • Life/Disability Needs Analysis w/recommendations
    • Budget Analysis w/recommendations (Housing Expense Ratio, Consumer Debt Ratio, Total Debt Ratio, Power Dollars)
    • Investment Risk assessment w/recommendations
  • *Guaranteed two week turn around once we have all relevant and needed documents and information. If this timeline is not met, we will reduce the final bill by $1,000.

Disclosure: We work with EncorEstate Plans, Certified Legal Document Preparers, and Attorneys to provide the best estate planning services. Together, we’ll create a customized plan that fits your family’s unique needs while being mindful of cost-effectiveness.”

"Prepare Today for Peace of Mind Tomorrow"

We’ll help you identify and securely archive your most important documents—before life’s unexpected events like injury, disability, or loss. Protect your loved ones by ensuring everything is organized and easily accessible when it matters most.

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    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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