Here is a glimpse of our refreshing approach to building authentic success. We call it the SFG Approach. We have designed our approach to align with and integrate the needs of our clients whether they are personal financial clients, business clients or business owner clients. It is distinguished by three unique and important stages that illustrate our philosophy of serving clients throughout the stages of their life and business. Our approach provides a framework that is structured, holistic and presents benefits beyond your personal financial plan or company’s benefits plan.