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 retirement
2. Protecting assets and income during retirement.” – Bill C.
“Distribution of assets into diverse investments to maintain desired quality of life during retirement and establish family legacy.” – Dale C.
“Get financial house in order as I approach retirement.”- Bob P.
“Needed to develop a strong firm retirement plan” – Steve D.
“I wanted the best investment portfolio both before and into retirement. I trusted SFG with my TSP account. For me it is all about trusting your financial advisor to monitor and recommend investments based on where I am in my life.” – Nilps
“We wanted to make sure to have a secure retirement. We wanted to consolidate different savings and IRA.” – Frank & Heddi
“Managing/investing our financial resources” – Ria Marpaung
“Better returns on investments, more unification of items” – Terry D.
“Retirement planning” – Gary & Jodi
“We were wanting to establish financial security in retirement.” – Terry
“My husband and I had invested our funds with another financial company to help with our retirement. We became dissatisfied as our investments were not growing ad became stagnant. We were looking for another financial company to help us achieve our goals” – Linda H.
