View Our Customer Relationship Summary
skip navigation

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