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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
Adam Newman, Senior Vice President and Investment Specialist at SFG Wealth Planning Services, Inc. in Doylestown, PA, has earned the prestigious Chartered Financial Analyst® (CFA®)...
The medical director for a fast-growing private medical device company, Josh, 45*, has been handling his own investments for years. His $400,000 in investments require...