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People often ask why we do what we do.


To put it simply, we want to help others. Finances are one of the most critical areas of a person's life and can be complicated and overwhelming. Our duty is to guide and counsel you through your journey while being your trusted partner and resource. We can’t think of a higher professional honor.

Facts about SFG:

Approximately 200 Households

Average Client Tenure: roughly 15 years

Average Client Assets: $900,000-$1,000,000

Client Locations: Coast to Coast

Custodian: Fidelity Investments, LLC

Years in Business: 35

Powerful Technologies

Dedicated Service Team

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