Strategic Financial Group, LLC (SFG) is an integrated and comprehensive wealth management firm that has been helping a select group of families, businesses, individuals and institutions achieve their financial planning and wealth management goals since 1996. With a business practice modeled after family offices, SFG takes a holistic approach to financial planning for its clients. Each SFG client has a tailored team of highly skilled professionals suited to solving the issues and financial concerns unique to that client’s financial situation. Client success rests on the firm’s ability to integrate well constructed and dynamic plans that are reviewed and amended over time. These plans integrate tax, estate, risk management, legal, succession and inheritance issues, to name a few. SFG prides itself on nurturing client relationships that are not “one and done,” but are structured to last a lifetime and beyond.
Should I adopt a “buyer beware” approach to selecting an investment advisor?
Most of us have heard of the legal doctrine “caveat emptor,” or “let the buyer beware.” Caveat emptor warns buyers that if they fail to conduct adequate due diligence before making a purchase, they will have no recourse if the product or service does not meet their expectations. That sage warning also applies to selecting […]
Will the winner of the presidential election affect my financial planning?
If you are reading this before November 8, 2016, Barack Obama is still president, and you have not yet cast your vote for either the Democratic candidate, Hillary Clinton, or the Republican nominee, Donald Trump. But whomever you favor, it is time to get your financial strategy ready for a policy change almost certain to […]
If risk is inevitable, what can I do to manage it?
Much has been written about “risk” as it relates to investing. This includes something called “risk tolerance,” a quality or trait that all investors possess and that all wealth advisors are tasked with measuring, on a scale from “low” to “high.” A client’s ability to tolerate risk should influence what an advisor suggests be included […]
