Insurance Planning

Insurance Planning

Safeguarding Your Wealth with Strategic Protection

At Strategic Income Group, we believe that a solid insurance plan is essential to protecting your wealth and legacy. In alignment with the second step of the Foundation Phase, we help transfer financial risk away from you and your family by providing tailored, cost-effective insurance solutions. From life insurance to disability coverage, we ensure that insurance companies compete for your business to deliver the best value. In addition, we collaborate with your home and auto insurance providers to review and ensure you have appropriate coverage across all areas.
Schedule Consultation Call

Get the Right Coverage to Protect Your Future

At Strategic Income Group, we believe in providing insurance solutions that align with your financial goals and values. We focus on affordable, effective coverage that protects your family without burdening you with unnecessary costs. Unlike others who may push expensive policies for higher commissions, our goal is to find the right coverage that supports your plan and frees up resources for what truly matters—your future, your legacy, and making a positive impact in the world.

Schedule an SIG Consultation Call

During our consultation, we’ll look at your entire financial picture and make recommendations for each policy type including how much insurance you need, how long you’ll need it, and why you need it.

We can also help you stack policies together so that you can get the life insurance you need while saving money at the same time. The savings can be used in a variety of ways, but one excellent choice is to invest the money for the future. This strategy is likely to result in a much better financial position whether or not the life insurance is actually used — something that can’t be said of many other strategies. This strategy differentiates us from many other insurance planners. To learn more about stacking policies,- Read More

Learn More

Impact Investments

Event Reservation

West Valley

East Valley

Create Event

SIG Employment Application

  • Daily Inspiration 4/17/2024

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

    Label

  • Financial Reports

    2023 Market Analysis
    QuarterMediaAuthorReport
    Q1
    Keri AlcosReport Name / Date
    Q2
    Michael GauthierReport Name / Date
    Q3
    Keri AlcosReport Name / Date
    Q4
    Michael GauthierReport Name / Date

    Schedule a call with one of our financial planners to learn more.

    Future Events

    April Events
    May Events
    June Events
    July Events
    August Events
    September Events
    October Events
    Location: Flemmings
    12:00pm

    Location: Online
    12:00pm

    Location: SIG Chandler
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    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).

    Visit Profile

    Schedule Your Consultation