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.