Wealth Management

Wealth management is an important piece of your financial puzzle, and it is one that we’ll work together closely on. With so many wealth management options available today, it can be hard to determine how you can best grow and preserve your wealth. Among many things, we’ll review your portfolio, assess outside accounts and conduct a risk analysis to help you meet your personal goals.

Risk Management

Whether you already have insurance policies or you’re in the process of finding the best policies that will work for you, we’ll walk through the selection process together. As we think ahead about unexpected events, we want you to be ready to face them head-on. From life insurance to the coverage options you need as a business owner, there are a myriad of risks we can manage and prepare for together.

Value Added Services

In preparing for what’s ahead, we take the time to educate you, answer any questions you may have and connect the dots between your biggest financial concerns and the strategies or solutions to solve them. Some of our value-added services include succession planning for your business, Social Security analysis and various classes and workshops.

Tax Planning

We’re not tax professionals, but we do understand the important tax implications of receiving and withdrawing money from various accounts. This includes the legacy of wealth you desire to leave your loved ones before or after your passing. We’ll work to make sure you’re only paying what you need to, because we believe “It’s not how much you make, it’s how much you keep.”

*Services provided by a qualified estate planning attorney or Tax professional. SFG does not offer tax or legal advice.

Philanthropy

Using your wealth to help others is a wonderful thing. From college planning to donating to charities, we’ll help you spread the love. While you may be prepared to leave a legacy of giving after death, we can coordinate with your other trusted professionals to help you make an impact sooner. Because having a sense of purpose and contributing to something bigger than yourself is important to our clients, it’s important to us.

Legacy Planning

Let’s make sure that your legacy is passed on in the way you desire. From tangible to intangible assets, we’ll gladly work with your trusted legal professionals to coordinate your estate plan and tax plan into the legacy planning process.

*Services provided by a qualified estate planning attorney or Tax professional. SFG does not offer tax or legal advice.

Cash Management

There’s no doubt that your cash is an important part of meeting your day-to-day needs. However, it’s just as important for your financial future, and how you manage your expenses today can determine how confident you feel about tomorrow. We will work with you to help you meet your cash management goals. We’ll discuss your expenses, review your income sources, conduct a cash flow analysis and more.