What We Do

In short, we provide a team committed to making your financial life easier and providing financial peace of mind.

Successful people are decisive, take action, and know when they need professional advice. Our expertise allows us to efficiently narrow the universe of financial topics and potential solutions to what is relevant for each client. We will help identify the strategies and products that make the most sense for you (now and in the future), work with you to develop a comprehensive financial plan, and meet with you regularly to refine and execute that plan.  Below are some of the areas where we help most often:

Financial Planning Identify values, motivations, and sensitivities to determine appropriate financial goals and strategies to achieve them
Retirement Planning

Identify savings targets and options to give you peace of mind around your retirement plan

Insurance Planning

Implement relevant risk management strategies to protect you and your family

Investment Management

Maximize asset efficiency using a disciplined and coordinated approach that removes emotion and speculation from the decision process

Tax Efficient Planning

Maximize tax efficiency in wealth accumulation and income distribution

Income Distribution Strategies Optimize draw down strategies to ensure your income needs are met throughout retirement
Estate & Legacy Planning Maximize wealth transfer across scenarios

PLAN FOR LIFE

Whether you’re just launching or established in your career, single or expanding your family, far from or eagerly approaching retirement, our team will help make sure you’re well prepared for your financial future.

  • Our personalized financial planning process starts with exploring your financial situation and understanding your goals, values, and priorities
  • We'll provide the education, expertise, and planning options needed to implement a plan that is driven by your values and preferences and tailored for you and your family
  • As life changes, we’ll work together to make tactical adjustments to your plan with the goals of creating financial security, bringing peace of mind, and allowing celebration of life’s amazing milestones
SF Value

The value we deliver to our clients is driven by 5 core tenets:

1. Integrated Planning

  • We help save clients time and money by putting all major planning elements under one roof:
    • Risk management
    • Wealth management
    • Tax strategies
    • Estate and legacy planning, and
    • Retirement income distribution planning
  • We use a coordinated approach to ensure that planning elements are aligned and synergistic
  • We don’t just create a plan that sits on a shelf, we guide clients through implementation as well

2. World Class Strategies

  • We have access to Industry leading products and tax-efficient savings strategies
  • Our award winning team is capable of tailoring plans for the most complex financial situations

3. Platinum Level Service

  • Highly responsive
  • Accurate and thorough
  • Strong team oriented to exceeding expectations

4. Goal Focused Processes

  • We develop a keen, personal understanding of each client's financial goals
  • We tailor plans for each client as life changes course
  • Regular reviews hold us accountable for achieving success as a team (Advisor & Client)

5. Relationship Focused Approach

  • We view true understanding of our clients’ values, motivations, and sensitivities as critical to the planning process
  • We are committed to earning our clients’ trust and confidence
  • We are deeply motivated to help our clients to live lives free of financial stress and achieve their financial goals
  • Achieving the highest level of client satisfaction is the only way we have grown