When asked the main reason for working with our firm:

When asked the main reason for working with our firm: “SFG did a great job planning out how to invest my money to make it work for me, and SFG provides regular communications regarding the financial markets. The team has also been really good at follow-up. They are great partners.” – Bob P. “Bryan starts…

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When asked how would you describe your financial advisor:

When asked how would you describe your financial advisor: “Bryan did a fantastic job providing an effective strategy that addresses all aspects of our financial goals, including restructuring toward solid investments that a mindful of tax requirements and future estate planning issues.” – LT “Bryan is dedicated to his role as a fiduciary. He is…

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When asked what would you tell someone who is considering working with SFG:

When asked what would you tell someone who is considering working with SFG: “That SFG is knowledgeable and attentive when it comes to securing and preserving one’s financial future.” -Glenn W “They treat us like family and hold social events to share that family unity.”- Glenn W. “That after working with you for over eight…

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When asked how our firm has exceeded expectations:

When asked how our firm has exceeded expectations: “Your diligence to keep us/me on a straight and narrow path to our goals.” – Steve D. “Always going the extra mile to ensure I understand what is happening with myvarious investments and what are best strategies for my financial well-being.” – Lynn B. “The consistent message…

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When asked what problem(s) were you trying to solve by working with SFG:

When asked what problem(s) were you trying to solve by working with SFG: “Guidance with finances after my husband died.” – Cheryl E. “1. establishing and maintaining multiple income streams during retirement2. Protecting assets and income during retirement.” – Bill C. “Distribution of assets into diverse investments to maintain desired quality of life during retirement…

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All About Bots

Even if you aren’t familiar with bots, you’ve likely come into contact with many of these forms of artificial intelligence, or AI. Bots are applications that perform automated tasks such as setting alarms, relaying weather forecasts or conducting online search for travel deals. Many smart phones come equipped with personal-service bots, such as the iPhone’s…

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Food for Health

We love our bacon. In recent years, this pork delicacy has seen a resurgence in popularity alongside new ways to enhance recipes ranging from bacon-infused macaroni and cheese1 to the not-quite traditional bacon-wrapped holiday turkey.2 But just because something is popular doesn’t mean it’s good for you. According to the World Cancer Research Fund, one…

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How to Help Avoid Fraud and Scams

The recent security breach at credit rating service Equifax brings home the reminder that each of us must be ever-vigilant in protecting our private information.1 It can be easy to become lackadaisical. We expect companies with which we conduct financial transactions to keep our data secure.   Unfortunately, hackers seem to be advancing their skills…

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Working Longer

Ah, the life questions we face. Young adults contemplate which college to attend and how that might affect their future. Women – and increasingly often, men – ponder whether to stay home and raise children, work or both. People contemplate job changes and relocations. And then, of course, a big question: When should I retire?…

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Economic Growth Prospects for the Future

Are life-changing innovations a thing of the past in the United States? While today’s technology seems to advance in leaps and bounds, one economist believes it won’t change the fabric of the average American’s life the way inventions like electricity, indoor plumbing and the elevator did in the 20th century.1 Yes, the internet is an…

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