COVID-19 UPDATE: During these challenging times, we are dedicated to serving our clients and their families. We are available via phone, email, and virtual meetings during regular business hours.

Message from our CEO

Plan, Manage and Grow your WEALTH.

PASSION is what drives us. INTEGRITY is how we work. TRUST is what we earn.

One Conversation is all we need. Click Here

SFG FOR INDIVIDUALS SFG FOR BUSINESS SFG RETIREMENT PLAN SERVICES

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 focusing on your specific needs. We are like family to our clients, and we treat them as such. Through personal passion and integrity, we build 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.

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.

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SFG FOR BUSINESS

Your business is unique!

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

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The Benefits of SFG

Integrated and Team Approach to Financial Planning and Wealth Management

A comprehensive approach to financial planning that assesses a variety of factors which affect your financial position, and a team approach with the capacity of 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

Recommendations based solely on your best interest.

A Foundation of Success

SFG was founded over 20 years ago on the principles 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, customized and timely access to your financial information.

 

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

3 Steps to Take If You Miss Your Required Minimum Distribution Deadline

Those who own a traditional individual retirement account (IRA) or another type of retirement account—such as SEP IRAs, SIMPLE IRAs, and 403(b) accounts—must withdraw a minimum amount from that account beginning at age 72 (or 70½, if they reached that age before Dec. 31, 2019). If the account holder fails to take an amount called the required minimum distribution (RMD) on time, and in the right amount, there can be a penalty...

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6 Ways to Ensure a Long-Lasting Retirement

by Chad Hassinger on Sep 13, 2020

6 Ways to Ensure a Long-Lasting Retirement

For most people, the road to retirement is a multi-step process that lasts a working lifetime. To that end, here are six ways to plan and ensure a long-lasting retirement. It all starts with setting goals. Long-term goals define how much you want to have saved in various accounts by the time you retire. These goals have to do with how you want to live in retirement, where you want to live, and so on...

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September Monthly Economic Update

by Chad Hassinger on Sep 13, 2020

September Monthly Economic Update

Stocks prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. The month's foundation was set by a series of strong economic reports, including an increase in manufacturing activity, better-than-anticipated factory orders, and a lessening of new jobless claims...

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