Our Services

SFG offers the following services:

Retirement Planning – Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortable and managing assets before and during retirement.

Tax Management – Making sure you don’t pay a penny more than the law requires. We look for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning – Reviewing your wills and trusts, preserving your estate for your indented heirs, helping with beneficiary designations, reducing exposure to estate taxes and probate costs, and coordinating with your tax and legal advisors.

Risk Management – Reviewing existing insurance policies, recommending policy changes when appropriate, and finding the best policy for your situation.

Education Funding – Recommending investment and accumulation strategies to help you pay for your children’s education.

Investments – Determining your asset allocation needs, helping you understand your risk tolerance, recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and Executive Benefits – Helping your business attract and retain qualified employees through benefit packages.

Divorce Financial Planning – Unique settlement options for dividing pensions, marital property, and awarding of child and spousal support.