Terms of Service

Effective Date: March 31, 2025

Welcome to Strategic Income Group! These Terms of Service (“Terms”) govern your use of our website, services, and content. By accessing or using our website, you agree to be bound by these Terms.

1. Acceptance of Terms

By using our website and services, you acknowledge that you have read, understood, and agree to comply with these Terms. If you do not agree, please do not use our services.

2. Services Provided

Strategic Income Group provides financial education, investment resources, and related services. We reserve the right to modify, suspend, or discontinue any part of our services at any time without prior notice.

3. User Responsibilities

  • You must be at least 18 years old to use our services.

  • You agree to provide accurate and complete information when registering for any of our services.

  • You are responsible for maintaining the confidentiality of your account credentials.

4. Prohibited Activities

You agree not to:

  • Use our website for any unlawful purpose.

  • Interfere with or disrupt our website or services.

  • Engage in any activity that violates the rights of others.

5. Intellectual Property

All content, including text, graphics, logos, and software, is the property of Strategic Income Group and protected by intellectual property laws. You may not reproduce, distribute, or modify any content without our written permission.

6. Disclaimer of Warranties

Our services are provided “as is” without warranties of any kind. We do not guarantee the accuracy or reliability of any financial or investment information provided.

7. Limitation of Liability

Strategic Income Group shall not be liable for any indirect, incidental, or consequential damages resulting from your use of our services.

8. Governing Law

These Terms are governed by the laws of [Insert State/Country]. Any disputes shall be resolved in the appropriate courts within this jurisdiction.

9. Changes to Terms

We may update these Terms at any time. Continued use of our services after changes constitutes acceptance of the revised Terms.

10. Contact Information

For any questions regarding these Terms, please contact us at planning@strategicincomegroup.com.

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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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