Individuals

There is no base of common knowledge about investing. So it's natural if you feel overwhelmed, confused, or simply not qualified to take control of your financial future.

That's why we're here. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.

We can assist with all of your planning needs, including:

Investment Counseling

  • Represents a diverse range of investment philosophies and investment styles
  • As an independent firm, SFA services are not restricted by proprietary products

Estate Planning

  • Through an association of attorneys and accountants, we can guide you through the process
  • Facilitate this process and assist in the implementation of recommendations

Money Management

  • Advise individuals on their retirement plan distributions and tax-efficient investing
  • Analyze your requirements and design a plan based on your risk tolerance and investment time horizon
  • Design corporate investment programs, including profit-sharing plans
  • Recommend a variety of investment products, paying attention to tax-smart investing and the latest market trends
  • Provide continual support and service regarding investment performance, market data, and your investment goals

You don't have to face your financial challenges alone. Let us be the first place you call for help.