A Holistic Approach

For Financial Challenges Faced by Individuals and Small Business Owners

Accumulation. Distribution. Everything in Between

We are a Multi Generational Wealth Management Firm. We promise to do everything within our power to make a positive difference in the lives of the people we touch. We will do this by creating, implementing, reviewing, and modifying your Personal and/or Professional Plans throughout OUR lifetimes. Our plan will be a road-map that is both realistic and achievable and it will allow our clients to accomplish all of their Personal and/or Professional goals.

Are you wondering...

• Can I guarantee lifetime income for me and my spouse?
• Will my retirement withstand future taxation and inflation?
• Will I run out of money in retirement?
• How will the volatility of the market affect my investment/savings?
• Is my company's 401(K) plan compliant with new laws?

Our SFG team helps people with these challenges every day:

• Comprehensive Wealth Management Services
• Retirement Planning
• Stress testing your current plan
• Estate and Business Analysis
• College Funding
• Benefits Administration

For an introductory assessment of your individual or business plan, and to see if we can help, contact us today to schedule an appointment.

A seasoned business, sales and finance professional, Dawn Hershik has deep expertise in the financial analysis of small businesses. Drawing from the Supporting Strategies approach to bookkeeping and accounting practices, she assesses client expenses and revenues to forecast and improve profitability.

Dawn is particularly skilled at facilitating inter- and intra-departmental collaboration. Throughout her career, she has been highly sought-after as a mediator and problem-solver. 

Dawn holds a Bachelor of Business Administration (summa cum laude) from Northwood University. When not forecasting the future for her business clients, she enjoys predicting outcomes in rugby matches. She also likes reading, cooking and playing tennis with her husband, General Manager Elliot Hershik.

Elliot brings over 30 years of experience in accounting and operations, including a long career managing staff in bookkeeping, billing, budget and payroll. His expertise spans all aspects of accounting services, including auditing, tax filings, financial statement preparation, and accounts payable and receivable.

Elliot is also skilled in performance monitoring, accounts analysis and process improvement. The registered CPA earned a B.A. in Economics from Cornell University and served in the U.S. Marine Corps.

A rugby enthusiast, player and coach, Elliot shares his enthusiasm for the sport — as well as his business acumen — with his wife, Managing Director Dawn Hershik.