ESTABLISH FINANCIAL PLAN
INTEGRATE ALL AREAS OF WEALTH MANAGEMENT
PLANNING DIRECTIONS TO FINANCIAL INDEPENDENCE
Who Is Right For SFG Wealth Planning Services, Inc.
- Senior executives looking for wealth acceleration, tax management and greater efficiencies
- Senior managers seeking out wealth accumulation, tax management, diversification, informed decision-making
- Human resource directors in search of a financial services coaching resource to clarify executive compensation issues
- CPAs, tax attorneys and other service providers, including record keepers, employment attorneys and outplacement firms; all professionals seeking to partner with a premier financial planning firm with an extraordinary depth of expertise in stock-based compensation issues
Recent News / Stuff From Our Blog
When she exercised her ISOs last year and decided to hold the stock for future growth, Irina was in for a rude awakening: she was...
The IPO of this San Jose sales manager’s technology company has provided a windfall he never thought possible. His equity compensation – a Restricted Stock...