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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