• MAXIMIZE COMPENSATION

  • 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

02 Jun

Disability leading to Retirement

Life took an unwelcome turn when Liam suffered a heart attack at work. The hard-charging chief logistics officer for a pharmaceutical company accepted stress as...