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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
MATTHEW P. WITTER EARNS CHARTERED FINANCIAL CONSULTANT© (ChFC©) DESIGNATION, FINANCIAL PLANNING’S HIGHEST STANDARD
The annual election mix of NQOs vs RSUs was automatic until this year. Even the smartest guy in his class has to grudgingly admit that...