Our Services

At SFGI, the process of implementing a program of sound financial strategies begins with a comprehensive analysis of your current financial situation. We work with you, side by side, so that you are confident and comfortable with the financial recommendations we make. We work with attorney's and CPA in the legal and accounting areas. Whether your goal is to create a college education for your children, plan for your own retirement, or protect your estate from probate and taxation, we have the answers and solutions that can help you make the most of your finances. We can advise you with: - FEE BASED MONEY MANAGEMENT - FEE BASED PENSION MANAGEMENT - ASSET ALLOCATION - IRA ROLLOVER PLANNING - INVESTMENT PLANNING - TAX-FREE INVESTING - TAX DEFERRED INVESTING - ESTATE PLANNING - WEALTH TRANSFER