True Independence

  • Choose your business model and location
  • As the owner, you build the equity in your future
  • No commitment: the agreement is open-ended and you can break away at any time (LPL Compliance requires an initial six month commitment)

“…..the opportunity to join a well-established office… without giving up the independence…..” ~ Tim C.

Focus on Your Clients

  • While you focus on your clients as a top priority, we’ll focus on the infrastructure and back office
  • Our core business is YOU. Our on-boarding assistance, compliance oversight and collaboration, and business consulting allow you to focus on your private clients and the growth of your practice
  • Increased profitability through shared overhead & other economies of scale

Competitive Payouts

  • Keep a higher percentage of the revenue you generate from your business
  • Your payout could reach 93% even when housed with SFG and depending on the type of business you do
  • Competitive financial transition assistance
  • No proprietary products, no product specific quotas to fill, and no minimum production quotas

Personalized Local Support

  • An in-house, experienced, local team to migrate all of your clients.
  • You and your staff receive ongoing training
  • While we provide the infrastructure, you focus on your clients and on growing your business

Advisor Support

  • Professional, move-in ready offices
  • On-site compliance management
  • Director of First Impressions who answers all phone calls and personally welcomes your clients for meetings in office
  • Additional exposure via SFG website and social media

Succession Planning Assistance

  • Create a legacy for your family
  • If needed, we provide buy/sell agreement options
  • Business Continuity Program through SFG
  • Practice Acquisition planning and assistance.

We encourage our advisors to study, to learn, and to share their knowledge.
We believe individuals are energized and flourish in a supportive environment.

“…..each other be successful and you can sense a team mentality throughout the organization…..” ~ Mike C.

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