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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 welath 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.
View our Client Relationship Summary
Newsletters
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.