The SFG Difference

WE LISTEN… And that is what our clients love about us. We get to know you, not only financially, but personally. A detailed understanding of your goals and concerns helps us to better develop a holistic, wealth management plan. Be at ease knowing that we are addressing your specific needs. We are like family to our clients, and we treat them as such. Personal passion and integrity are what builds trust with our clients. As a fiduciary, we will always put your best interests ahead of our own. Our client retention is a testament to our adherence to these principles.

Give us just a little bit of your time to discuss your goals, aspirations and needs – to talk about where you are now financially and where you want to be. After our conversation, we are confident that you’ll understand why our clients partner with us in their financial journey - and why you will want to as well.

Thumbnail

SFG FOR INDIVIDUALS

You’re unique!

As you progress through life, protecting and growing your wealth takes an approach that is unique to you, your goals and your situation. Financial planning for our clients means customization – not shortcuts, standardized methods, or a universal formula. Getting you to where you want to be, now and in the future, requires a personalized solution.

Learn More Contact Us

SFG FOR BUSINESS

Your business is unique!

Whether your business is a successful startup or a mature enterprise. Whether you’re a founder, a business head, an executive or a key manager, your objectives and management requirements are unique unto you and your organization.

Learn More Contact Us

Thumbnail

The Benefits of SFG

Integrated Approach to True Wealth Management

A team approach to assessing all factors which affect your financial position and bringing to bear the necessary resources required to manage, grow and protect your wealth.

Client Service That Is Proactive and Not Reactive

Our extraordinary client retention is a result of holistic wealth management and specialized client service provided real-time and as you need it.

A Real Fiduciary Responsibility

Comprehensive planning and recommendations based solely on your best interest.

A Foundation of Success

Founded over 20 years ago on the principals of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies.

Tools You Can Use

You’re always in the know. Our intuitive online platform gives you easy, real-time access to your financial plan in as much detail as you require.

 

Our Services

For Individuals

Financial Position

A summary of your true financial standing and what it means for you. Learn More

Protection Planning

Determining your risk exposure and planning for the unplanned. Learn More

Investment Management

The right investment strategy means the right path to success. Learn More

Tax Planning

Make the tax code work for you and not the other way around. Learn More

Retirement Planning

Achieving financial independence - when you want and how you want. Learn More

Estate Planning

Make sure your beneficiaries are taken care of according to your plan. Learn More

For Businesses

Retirement Plan Services

We help improve the effectiveness of the retirement plan for owners, managers and other employees, and manage the employer’s liability. Learn More

Business Operations

Solutions to help operate for greatest efficiency. Learn More

Business Administration

Optimizing for greater performance and retention. Learn More

Technology

Is your company’s technology a help or a hurdle? Learn More

Business Growth Issues

Taking your business to the next level? We can help. Learn More

Business Succession Planning

Making sure the interests of you and your family are taken care of when your business changes owners. Learn More

Accounting & Tax Compliance

From preparing your taxes or keeping your books, STRATEGIQ Tax and Business Services help free up your time so you are able to focus on managing and growing your businesses. Learn More

 
 

 

SFG Insights

Weekly Market Review - May 22, 2018

by Chad Hassinger on May 23, 2018

By Bradley J. Rathe
Chief Investment Officer

Retail Sales were strong enough last week to increase inflation fears and hence to push Interest rates higher. The US Ten Year Treasury settled the week at the highest level going back more than 7 years above 3% at 3.06%.

Read More

Who Needs A Trust?

by Chad Hassinger on May 22, 2018

By Steven M. Gronceski, CFP®, AIF®
Vice President, Wealth Management

Ask anyone you know what kind of person would need to be concerned with estate planning, and 90% would describe the well-to-do retiree who has spent the last 40 years of life building up substantial wealth. Young people tend to think they are invincible. They don't plan on getting sick or even worse, dying. Why, then, do they need an estate plan?

Read More

Weekly Market Review - May 16, 2018

by Chad Hassinger on May 16, 2018

By Bradley J. Rathe
Chief Investment Officer

Those products linked to tariffs, including steel and aluminum, had strong inflationary pressures. However, the rest of the inflation data for both the consumer and the producer were as expected and should not give the Federal Reserve extra incentive to move faster on rates.

Read More