Executive financial coach, financial planner, accountant, and lawyer: With a financial plan from SFG you can coordinate all of these roles under one convenient roof.
Many clients ask us to work with a trusted attorney, CPA or other advisor. We will play the role you need with your current professional to keep your program on track.
A financial plan from SFG includes:
- Stock-based compensation planning services
- Needs analysis, goal-setting
- Cash flow and tax analysis
- Retirement, education, insurance and estate planning
- Investment planning
- Formalized recommendations
We are planning to help you reach your financial goals
Offering
Benefit
Comprehensive financial planning
Provides a way to manage and measure financial progress
Cash flow planning
Assist with gaining peace of mind and control around outlays and anticipated spending
College funding
Makes college tuition payments less stressful through a program of smaller, regular investments
Investment review planning
Analyzing current investment situation is the first step in making adjustments, reallocating, or staying the course
Planning for special situations
A wide offering of services to deal with unique and complex tax, investment, and financial events such as 10b5-1 , hedging, and transfers
Life and health insurance
Time-honored mainstays for protecting loved ones
Long-term care insurance
Planning for long-term health now may eliminate money drain and provide relief to family members later
Special needs planning
For a family member needing extra resources and attention ensuring future financial security
Retirement planning
Smaller, incremental investments toward independence can relieve financial pressures of later years
Tax preparation
Professional, affordable tax help speeds the return filing process
Tax planning
Proven tax expertise ahead of time can uncover overlooked ways to retain your money
Estate analysis and design planning
Organizing an estate for disposition in advance provides financial and emotional relief to loved ones
Financial planning needs? Call SFG today.