Services


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.

1. Stock as a source of wealth

  • Performance Awards
  • Strategic stock option planning
  • Restricted stock and deferred compensation
  • Executive transition

2. Develop financial plan

  • Stock-based compensation planning services
  • Need analysis, goal-setting
  • Cash flow and tax analysis
  • Retirement, education, insurance and estate planning

3. Access SFG's full benefits with Executive Planning Services (EPS)

  • Stock-based compensation planning services
  • Financial plan
  • Asset management
  • Single-source, pro-active ongoing service

Access These Other Valuable Services, Too.
 

Asset Management
  • Investment planning
  • Allocation and management
  • Utilize third-party investment managers
  • Not stock pickers or stock salesmen

 

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

 

Tax planning and preparation
  • We’ll work with your CPA

 

Estate planning
  • We’ll recommend a qualified estate tax attorney
  • Coordinate the implementation of your estate plan

Would you like to know more?