Investment Management Services

We build forward-looking, globally diversified, multi-asset portfolios with the objective of giving you the best chance to pursue your goals through constantly changing markets. The following factors are considered when building portfolios.

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  • Your Goals and Objectives
  • Time Horizon
  • Liquidity Requirements
  • Income Needs
  • Tax Considerations
  • Fees
  • Risk Tolerance
  • Account Size
  • Current Market Conditions
  • Performance Expectations
  • Your Personal Values
  • Other Investments

 

 

Financial Planning Services

 

 

Retirement Planning

  • Retirement Goal Setting
  • Cash Flow Management
  • RMD’s & Withdrawal Strategies
  • Social Security Analysis
  • Annuities and Pensions
 

Estate Planning

  • Establish Wealth Transfer Strategy
  • Review Wills
  • Review Advanced Med Directives
  • Power of Attorney Review
  • Review of Trusts
  • Review Beneficiaries
 

Insurance Planning

  • Life Insurance Analysis
  • Disability Analysis
  • Long Term Care Analysis
  • Property & Casualty Review
  • FSA & HSA Strategies
 

Tax Planning

  • Tax Planning Strategies
  • Review Tax Return
  • Tax Sensitive Investing
  • Tax Harvesting
  • Roth Conversions
  • Withholding Strategies
 

Assistance to Loved Ones

  • Explore Charitable Giving Strategies
  • College Planning and 529 Plans
  • Custodial Accounts for Minors
  • Caring for Elderly
  • Legacy Planning
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SFG Wealth Management and LPL do not offer individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.