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Our goal is to create better financial outcomes for our clients.
We collaborate with multiple tax, legal advisors and other professionals to resolve the increasing complexities associated with wealth accumulation, protection, and distribution to future generations. We have the experience and expertise needed for simplicity and clarity in the wealth management process.
Our passion is to address the complex issues and problems facing business owners and executives that may have been overlooked. Our team is driven to help businesses thrive for the long-term by charting a financial course that includes succession planning.
We can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a ROTH IRA?
- How can I position my investments so I can still reach my goals while reducing risk?
- Do I need disability income insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
Our firm focuses not only on asset growth, but also on protection products and risk management. This holistic approach allows our financial professionals to tailor custom financial solutions using insurance and investment solutions based on their clients' needs.
At SAFG, we help individuals, families, and business owners reduce unnecessary risk. We strive to be a valuable resource for financial education and holistic planning strategies. Our financial professionals use their knowledge and experience to help clients make the right financial decisions at the right time.
Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal atorney legal or tax counsel for advice on specific legal and tax matters.
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Newsletters
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.