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Financial Solutions

Each of our services listed below are designed to help our clients achieve a greater degree of financial security.

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

Laurie Simons

CFP®, CTFA®
Chad Manberg - Certified Financial Planner Strategic Income Group

Chad Manberg

CFP®
Keri Alcos - CWS Strategic Income Group

Keri Alcos

CWS®

SIG Employment Application

Complete The Services Form To Apply

Staff Self Evaluation

SIG PLANNERS

Schedule Online

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®
Chad Manberg - Certified Financial Planner Strategic Income Group

Chad Manberg

CFP®
Keri Alcos - CWS Strategic Income Group

Keri Alcos

CWS®

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.

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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Impact Investments

Event Reservation

West Valley

East Valley

  • (480) 466-7070
  • 2330 W Ray Rd. #3, Chandler, AZ 85224
  • Monday - Friday

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SIG Employment Application

Complete The Services Form To Apply

Unpublished form

  • 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

    60min
    Location: Online
    12:00pm

    60min
    Location: SIG Chandler
    12:00pm

    60min
    Location
    12:00pm

    60min
    Location
    12:00pm

    60min
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    12:00pm

    60min
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    12:00pm

    60min
    Location
    12:00pm

    60min

    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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