Retirement Services

At SIS Financial Group, we believe that every hard working American deserves a dignified retirement. In order for us to develop a strategy that meets your retirement goals, it is important for us to see your complete financial picture. At SIS Financial Group, we can help you with or refer you to professionals that can offer the following services:


  • Asset Protection
  • Retirement Income Strategies
  • Generational IRA Planning 
  • Estate Planning
  • Trusts
  • Probate
  • Tax Planning 
  • Long Term Care
  • Legacy Planning
  • Social Security Claiming Strategies

 *Neither SIS Financial Group nor its representatives offer legal or tax advice. Please consult your personal attorney and/or advisor regarding any legal or tax matters.*


Retirement Income Strategies

Thanks to consistent advances in medical technology and new prescription medications, life expectancy has tremendously increased. It is not uncommon for someone retiring at age 65 to live into their 90's. This means that Americans may need to plan for their nest egg to potentially last 20-30 years after they retire. In past years, most Americans relied primarily on Social Security and pensions to provide income in retirement. Today we find that most corporations don't provide the pensions like they once did. In these days, people often have to rely on their nest egg as a primary source for retirement income.

At SIS Financial Group, we believe that you have to address longevity risk in order to retire successfully.

Our professionals can help you design a guaranteed* retirement income strategy which includes annuity and life insurance vehicles to create opportunities for guaranteed* income throughout retirement as well as long term growth potential.


*Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations, or early withdrawal fees. Annuities are not FDIC insured.