Privacy Statement.

Our General Privacy Policy and Information Practices

SFG values your relationship with us. We recognize the trust you place in us when you provide non-public personal information to us. We are committed to honoring that trust and protecting the information you share. Our privacy practices safeguard you and that trust. They apply to our prospective and current clients, as well as former clients.

SFG Protects Your Information

We strive to protect the confidentiality and security of non-public personal information we receive. Our policy restricts access to that information to only those employees and in-house professional advisors who need it to provide services to you. We also maintain physical, electronic, and procedural safeguards to protect it. More particularly, we have made capital investment in our office’s security system.

SFG’s Use of Your Personal Information

SFG does not sell information about you to others for any reason. SFG may disclose your non-public personal information that we collect, only as described below:

  • at your direction
  • internally among employees, in-house contracted professional advisors, outside contracted professional advisors, or your outside contracted professional advisors (only upon your prior written authorization)
  • to affiliated entities, such as our clearing firm Fidelity IWS/NFS
  • to our internal registered representatives to provide services to our clients; or
  • as otherwise permitted or required by law (including a response to a court order)

Before disclosing your information, we require any and all employees, in-house contracted professional advisors, or outside contracted professional advisor to sign a confidentiality agreement to only use the information for the purpose for which it is received.

SFG’s Sources of Information About You

In the normal course of business, we may collect personal information about you from:

  • information you provide on applications, questionnaires, or other forms (including your name, address, age, telephone number, Social Security number, and financial information);
  • transactions you have with our affiliated entities
  • information you give to your/our financial advisors or professional advisors including your outside contracted professional advisors (only upon your prior written authorization)
  • information through visits to our website (provided through online forms, site visitation data, and online information collecting devices).
  • Accuracy of Your Information

    We strive to maintain the accuracy of your information in our possession. In order to help us maintain accuracy, you have the right to reasonably access your information. If you believe any of your information in our possession is inaccurate you may request that we amend or delete the information that you believe to be erroneous. If we concur with your conclusion we will amend or delete the information in question. You may write SFG at our address below to receive our complete policy on accessing and amending your information.

    Changes to our Policy and Practices

    We reserve the right to change our Privacy Policy and Information Practices. If we make any material changes to our policy or practices, we will provide you with a copy of the revised notice.

    The SFG Companies

    These principles apply to both SFG Wealth Planning Services, Inc. and SFG Investment Advisors, Inc. If you have any questions about our Privacy Policy and Information Practices, please write to us at:

    SFG Wealth Planning Services, Inc./SFG Investment Advisors, Inc.

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

    We will continue to earn your trust by maintaining the highest level of integrity. We value the confidence you have placed in our service to you. Thank you.

    Very truly yours,
    SFG Wealth Planning Services, Inc.

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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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