SMS Communications

Stay Connected with Strategic Income Group

Receive appointment reminders, meeting updates, and event invitations directly to your phone — only when you ask for them.

Appointment Reminders

Confirmations and reminders for meetings with your planner.

Planning Updates

Service notifications about your financial planning account.

Event Invitations

Invitations and reminders for SIG financial planning events.

How SMS Opt-In Works

  • Enter your mobile phone number on one of our website forms (contact, appointment scheduling, or event registration).
  • Affirmatively check the SMS consent checkbox — it is unchecked by default and is never required to use our services.
  • Submit the form. You'll receive a confirmation text from Strategic Income Group.
  • You can reply STOP at any time to unsubscribe, or HELP for assistance.

Consent Disclosure

"By providing your phone number and checking this box, you agree to receive SMS messages from Strategic Income Group regarding appointments, financial planning updates, service notifications, and event reminders. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent is not a condition of any purchase. See our Privacy Policy and Terms of Service."

Message Frequency
1–4 messages per month
Carrier Charges
Msg & data rates may apply
Opt-Out Anytime
Reply STOP to any message
Need Help?
Reply HELP or call (480) 466-7070

Opt In Below

Complete the short form below to begin receiving SMS communications from Strategic Income Group.

Privacy & Data Handling

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All SMS opt-in data and consent records are kept confidential and are never sold, rented, or disclosed. We do not use purchased lead lists.

Strategic Income Group · 2330 W Ray Rd. #3, Chandler, AZ 85224 · (480) 466-7070
Questions about SMS communications? Email planning@strategicincomegroup.com.

SIG Employment Application

Complete The SMS Opt In Form To Apply

Staff Self Evaluation

SIG PLANNERS

Schedule Online

Meet with a Certified Financial Planner or Wealth Advisor—schedule your appointment today.

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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SIG Employment Application

Complete The SMS Opt In Form To Apply

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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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  • Financial Reports

    2023 Market Analysis
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    Schedule a call with one of our financial planners to learn more.

    Future Events

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    Location: Online

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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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