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.

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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. 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.

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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

Fear of Missing Out

by Chad Hassinger on Apr 19, 2018

By Robert A. Mecca, CFP®, MBA
Vice President of Wealth Management

Millennials are classified as persons born between 1981 and 1996. Up until recently, millennials were content living in their parent's basement or attic, using Uber and not purchasing or leasing a car, spending on coffee, eating out, and renting. But now with the economy growing and millennials having good-paying jobs while starting a family, more are seriously looking into buying their own residence as a condo, townhouse, or single dwelling house.

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Weekly Market Review - April 17, 2018

by Chad Hassinger on Apr 19, 2018

By Bradley J. Rathe
Chief Investment Officer

Geopolitical risks continue to be on the rise. On Friday night the US, along with some of our allies, took action in Syria to take out much of their chemical capabilities. Inflation had a modest rise last month for producers and consumer inflation was lower from the fall in gasoline.

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Strategic Tax Tips - April 17, 2018

by Chad Hassinger on Apr 19, 2018

By Colleen M. Henes, CFP®, JD
Happy Tax Day! As tax season comes to an end, so do my weekly tax tips. I hope you have found them helpful and relatable. If you ever have a tax question, please do not hesitate to reach out to me at any time. No question is too small. Now it's time to celebrate!

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