Retirement Income Source SFG Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Retirement Income Source SFG operates as a financial services firm based in Westbrook, Connecticut, focusing on retirement planning and asset management. The firm aims to help clients nearing or entering retirement avoid common financial missteps such as inefficient asset allocations, excessive tax costs, and gaps in catastrophic health care planning. Ongoing communication, educational workshops, and client appreciation events are central to its approach to maintaining relationships with clients. A seven-step educational process guides clients to identify objectives and develop corresponding strategies. Investment advisory services are provided through Sound Income Strategies, LLC, an SEC-registered adviser, and Scranton Financial Group, LLC operates as a Retirement Income Source franchisee; the two entities are associated.

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