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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:

Client Households: Over 200

Average Client Tenure: 15 years

Client Locations: Coast to Coast

Custodian: Fidelity Investments, LLC

Business since 1988

Powerful Technologies

Dedicated Service Team

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