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