Your SFG Client Portal is where you have access to your investment assets at your fingertips. Login to view basic information such as account balances, performance, transactions as well as more detailed information about your investments. The portal is also your safe and secure way to transfer important documents back and forth with your advisor.
The Wealth Management Solution is your financial planning tool. It provides an in-depth look at your financial wellbeing, your accounts, net worth, cash flow investments and more. Included is:
- An Organizer that will help you to consolidate all of your important financial information
- A Goals page that allows you to see how your financial goals impact your holistic financial outlook.
- A Spending tab which gives you a clear view of what you're spending each month.
- An Investments tab which is made up of four components: summary, allocation, analysis, and transactions.
- The Vault where you and your advisor can store important files such as wills, trusts, POA, insurance documents, etc.
- And Reports about your financial situation.
The Wealth Management Solution helps you focus and keep track of your long-term horizon and how you are progressing towards meeting your financial goals. It allows you to filter out the daily ‘noise’ and rhetoric that can be emotional and distracting. You are in control when you can see the bigger picture.
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