That's why you need a professional to help guide you through the planning process - a professional you can trust. At SFG Wealth Planning Services, Inc. we are prepared to be just that.

We are a team of fee-only Financial Advisors made up of Certified Financial Planners, Certified Public Accountants, and Estate Tax Attorneys specifically trained to listen to your personal goals, to work with you in developing strategies that meet your financial objectives, and to help manage your assets to keep you on track.

We do all this in the strictest of confidence. We understand that when it comes to your money, there is no substitute for trust.

Since the firm's establishment over 15 years ago, and as trained professionals having well over fifty year's experience combined, we have a diverse array of financial planning services at our disposal. Together with you we'll decide which service(s) to utilize in developing strategies that respond to your individual needs, and as those needs change, we'll change right along with them.

If you are looking for your typical "stock sales jockey", we are NOT the firm for you. We are, however, a fee-only financial planning firm, where our remuneration varies based on your specific needs. Because of this, you can be assured that our advice is impartial, putting us in the position to best represent you, the executive, in the planning process. We will also work closely with your existing legal and tax advisors to provide a team effort dedicated to maximizing your opportunities for financial growth.

At SFG we develop a relationship with you that will continue throughout your life. We start this relationship by listening to you and exploring with you your personal goals and financial concerns for the short and long terms. Once this groundwork has been established, we are in a position to begin the financial planning process together.

First we examine your stock option and restricted stock summary, prior years' taxes, year-to-date pay-stub, current net worth, investment positions, 401(k) and IRA account positions, pension calculations, cash flow, estate documentations, and insurance coverage (including life, disability, health, and property), to establish a baseline for growth.

Once we have established your baseline, we are in a position to help you develop strategies and help implement recommendations we will make to you in order to achieve your goals.

After the appropriate strategies are in place, we will continually monitor your progress with you, to make sure that your expectations are being met and that your lifestyle is being maintained.