Strategic Income Group Privacy Policy

Effective Date: March 12, 2026

Strategic Income Group respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your information.


1. Information We Collect

Personal Information: Name, email address, phone number, and other contact details.

Financial Information: Any data you provide related to financial planning or investments.

Usage Data: Information about your interactions with our website.


2. How We Use Your Information

We use your information to:

  • Provide and improve our services.

  • Communicate with you about appointments, updates, promotions, and educational content.

  • Respond to inquiries and provide customer support.

  • Ensure compliance with legal and regulatory obligations.


3. Sharing Your Information

We do not sell, rent, or trade your personal information.

We may share information with trusted service providers who assist with:

  • Website hosting and maintenance

  • Communication services (such as email or SMS delivery platforms)

  • Marketing and analytics services

These providers are only permitted to use your information to perform services on our behalf.

SMS Consent and Data Sharing:
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All SMS opt-in data and consent information will remain confidential and will not be shared, sold, or disclosed to any third parties.

Information may also be disclosed if required by law or legal process.


4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of electronic transmission or storage is completely secure.


5. Your Rights

You may request access, correction, or deletion of your personal information.

You may opt out of marketing communications at any time.

For SMS communications, you may reply STOP to unsubscribe or HELP for assistance.


6. Cookies and Tracking Technologies

We use cookies and similar technologies to improve user experience and analyze website usage. You may modify your browser settings to disable cookies.


7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites.


8. Changes to This Policy

We may update this Privacy Policy periodically. Continued use of our services after changes constitutes acceptance of the revised policy.


9. Contact Information

For privacy-related inquiries, please contact:

Strategic Income Group
planning@strategicincomegroup.com

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SIG PLANNERS

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Meet with a Certified Financial Planner or Wealth Advisor—schedule your appointment today.
Laruie Simons - Certified Financial Planner Strategic Income Group

Laurie Simons

CFP®, CTFA®
Keri Alcos - CWS Strategic Income Group

Keri Alcos

CWS®

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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 &
Investment Managers

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

SIG Clients &
Investment Managers

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

SIG Clients &
Investment Managers

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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    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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