Your Journey. Our Guidance.

You are goal orientated and you care about having balance in your life. You have important values and a desire to shape your legacy. Your world consists of family, friends, philanthropy, health, career and community. It’s all connected. Our focus is to understand what is most important to you and provide guidance that empowers you to develop and integrate all those aspects in your life. We keep you inspired and on track to achieve your goals...so you can have a meaningful impact.

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Inspire

Our initial meeting is about gaining alignment and focus. An in-depth understanding and appreciation of your values, goals and history are critical to developing your personal financial strategy. For business and charities,the same understanding of the organization’s company values, mission and culture is critical to developing your total rewards program. You will interview us, learn about our unique SFG Approach and together we will determine if we are a fit to work together.

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Engage

You are all-in, willing to do the work, and we are willing to take the journey with you. Through our unique processes, we give you guidance and develop strategies meaningful for your lifestyle, life stage and aspirations. Other strategic partners such as lawyers, accountants and other professionals may be involved so all your trusted advisors are collaborating to help you achieve your goals, protect your family, protect your business or cause and build your wealth.

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Impact

Experiencing Impact is the outcome of engaging SFG. You see your goals actualize and your legacy come to life. As your life and business evolve, we continue our journey together implementing and building on strategies, monitoring progress and guiding you to manage your financial independence. 

Trust SFG to guide you on your journey, commit to the advice you receive and you will achieve the meaningful impact you desire.

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We serve our clients by providing expert advice in financial planning, benefits & pension and personal development