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.
What are the most common mistakes people make when creating their trusts?
I had a client recently ask me, “What are the top three things you see ‘wrong’ in other people’s trusts?” My initial response was that all three issues are the same: not having one in the first place! Among the many benefits an estate plan can provide is ameliorating the impact of what might be […]
Why do I need an estate plan with trusts? Isn’t a will enough?
Let’s begin with a single-sentence answer: If you have particular wishes relating to the distribution and taxation of your assets, the designation of a surrogate for your business or the nomination of guardians for your kids, and you desire to maximize the likelihood that those wishes are actually implemented, I urge you to take control […]
