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SFG Consulting Subscription

We recognize that many people prefer to manage their own investments or may have a majority of their wealth in their company sponsored retirement plan. We are proud to present a solution that offers financial advice to clients for an annual subscription fee, without any investment minimums/ management requirements.

The consulting program allows our clients’ to engage in an on-going professional relationship with SFG Advisors and receive financial advice that is tailored to their unique situation. The service includes semi-annual/annual meetings with your advisor and the ability to have your Advisor on retainer to ask pertinent financial questions. Other services in the consulting program include:

  • Access to Financial Aggregation Software that interacts with the advisor
  • General Financial Planning Topics
  • Education Planning
  • Budgeting/Cash Flow Management
  • Investment Analysis/ Portfolio Allocation Analysis
  • Retirement Planning
  • Comprehensive Insurance Review
  • General Tax Planning
  • General Estate Planning

Call our office today or e-mail Michael Souders michael.souders@lpl.com to learn more about this exciting new service! 513-598-2400