We'll Coordinate With Your Current Service Provider, Too
Executive financial advisor, 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
|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 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.