What We Do
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
Dedicated Service Team