Latest Posts

Jeremy D. Schares, CFP®, CRPC® Promoted to Vice President of Wealth Management

by Chad Hassinger on Jul 19, 2018

By Chad E. Hassinger, CFP®
Chief Executive Officer

Jeremy D. Schares, CFP®, CRPC® was recently promoted from Associate Vice President of Wealth Management to Vice President of Wealth Management. As a member of our Wealth Management leadership team, Jeremy brings 10+ years of diverse wealth management experience to SFG.

What It Means to Be a Financial Caregiver for Your Parents

by Chad Hassinger on Jun 22, 2018

Finance

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

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.