THE 5 ALPHAS

Your road map to financial security.

Emotional

Financial
Planning

Asset
Allocation

Tax

Investment

OUR SERVICES

| Individual

Life Insurance
Disability Insurance
Long-Term Care Insurance
IRAs
Brokerage Accounts

| Employer

401(k) Plans
Profit Sharing Plans
SIMPLE-IRA Plans
Defined Benefit Plans
Health and Welfare Plans

YOUR FINANCIAL EXPERTS

At SFS we hope you feel like family.

Daniel and Tom Seltzer
Daniel and Tom Seltzer

27

Years of
Experience
Risk Management
Consultant
5 Star Wealth
Manager
Retirement Plan
Consultant