Important Disclaimers.

SFG Investment Advisors, Inc. ("SFG") is a registered investment adviser located in Doylestown, Pennsylvania. SFG and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon registered investment advisors by those states in which SFG maintains clients. SFG's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, SFG does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of SFG, please refer to the S.E.C.'s Public Disclosure Site or contact the state securities law administrators for those states in which SFG maintains a registration or notice filing. A copy of SFG's current written disclosure statement discussing SFG's business operations, services, and fees is available from SFG upon written request. SFG does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by an unaffiliated third party provider, whether linked to SFG's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Let's Get Acquainted

We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.

Main Office

Georgetown Crossing Offices
3655 Route 202, Suite 140
Doylestown, PA 18902

Contact Us

Contact | Privacy Statement | Disclaimer
SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at SFG Investment Advisors does not provide tax or legal advice.
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