Planning directions to financial independence takes resources, patience, vision and professional counseling.
Applying a high degree of personal attention and understanding to every relationship across three tiers of service, SFG can implement and monitor all aspects of an individual's financial life.
Applying a high degree of personal attention and understanding to every relationship across three tiers of service, SFG can implement and monitor all aspects of an individual's financial life.
Asset management
- Investment planning
- Allocation and management
- Non-discretionary investing
- Utilize third-party investment managers
- Not stock pickers or stock salesmen
Tax planning and preparation
- We’ll work with your local CPA
- …Or provide an add-on service
Insurance risk management services
- Our independent consultants can provide advice on insurance related to life, disability, long-term care, property and casualty, homeowners
- Not active sellers
Estate planning
- We’ll recommend a qualified estate tax attorney
- Coordinate the implementation of your estate plan