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
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.
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.
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.
A summary of your true financial standing and what it means for you. Learn More
Determining your risk exposure and planning for the unplanned. Learn More
The right investment strategy means the right path to success. Learn More
Make the tax code work for you and not the other way around. Learn More
Achieving financial independence - when you want and how you want. Learn More
Make sure your beneficiaries are taken care of according to your plan. Learn More
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
Solutions to help operate for greatest efficiency. Learn More
Optimizing for greater performance and retention. Learn More
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
By Bradley J. Rathe, AIF® Chief Investment Officer
ISM Data from last week concerned the market. As expected, manufacturing fell as tariffs increased. The bigger concern was the slowing service sector, which had not been affected by the slowing of the world economy until now.
By Steve Barrett, CFP®, AWMA®, AIF®, CPWA® Senior Vice President of Private Client Group
With the passing of the Tax Cuts and Jobs Act in December 2017, many of our clients have asked us how it affects them from an estate and gift tax standpoint. This article explains the background of estate and gift taxes and describes what you can do now to take advantage of strategies that allow you to gift assets tax free.”