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.
- 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
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.
