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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
Linda* wasn’t expecting to leave the cosmetics company where she’d worked for 18 years, the last six as senior vice president. Her position was eliminated...
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®)...