How We Help
Managing money and relationships with a long-term view is at the core of everything we do.
Our Process
At SG Wealth Management, our services have evolved as a direct response to meeting our clients’ needs. That means we only provide services that add to your financial security through products designed to boost income and safeguard your future.
Tomorrow’s success often depends on the foundation you set today. Our Building Blocks of Retirement planning process was designed to lay the groundwork for a financial future that’s truly groundbreaking.
Step 1: Study
What are your biggest financial goals and concerns? Where do you want to go in retirement? Digging into these questions and more at our initial visit will help us discover who you are and what you need.
Step 2: Structure
Once we know your unique situation, we can build your personalized plan brick-by-brick. Whether it’s conservative, moderate or aggressive, we’ll find the right allocation for your wealth goals.
Step 3: Solidify
With your approval, we’ll put your plan in place — but that’s only the start of this relationship. We’ll regularly block out time to review your strategy and help ensure it stays true to you.