Areas of Focus

Investment / Portfolio Management Services

• Advisory Money Management (Taxable Accounts, IRA's, Trust's, etc..)

• Business Retirement Plans (Simple, SEP, 401(k), etc.)

• Real Estate Investments

• Tax Favorable Partnership Programs (when suitable)

• Private Placement Offerings (when suitable)

• College Savings / 529 Plans

Core and Comprehensive Financial Planning

• Budgeting and Cash Flow Analysis

• Insurance Evaluation

• Investment Holding Review

• Retirement  and Income Planning

• Tax Assessment

• Estate Planning Review

Charitable Giving Strategies

• Donor Advised Funds

• Charitable Tools and Trusts

• Business Succession Planning

Estate Planning Review

• Basic Family Estate Planning

• Funding of Trusts

• Wealth Transfer Solutions

• Advanced Estate Analysis

Asset Protection and Tax Mitigation

• Long Term Care Insurance

• Life Insurance and Disability Insurance

• Titling and Ownership of assets

• Specialty Tax Strategies

Let us provide a fresh perspective on what you are doing currently at no obligation. Thereafter, we can come to an agreement on which path best suits your needs going forward. Depending upon the nature of the engagement, we provide advice utilizing an ongoing advisory service arrangement, a flat-fee agreement, or hourly consulting.

SFG Wealth Advisors and The SFA does not give tax or legal advice.