Areas of Focus
We have the ability to tailor our services depending upon the needs and goals of our clients. Please click the topics below to see more details related to the scope of 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
- Budgeting and Cash Flow Analysis
- Insurance Evaluation
- Investment Holding Review
- Retirement and Income Planning
- Tax Assessment
- Estate Planning Review
- Donor Advised Funds
- Charitable Tools and Trusts
- Business Succession Planning
- Basic Family Estate Planning
- Funding of Trusts
- Wealth Transfer Solutions
- Advanced Estate Analysis
- 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.