Our Value to You

WE MANAGE EVERYTHING FOR CLIENTS

We see this all the time. A financial planner designs a comprehensive wealth management model and then instructs his or her client to contact outside vendors and put it into action. We take on the task of coordinating with qualified estate planning, insurance, tax planning, and retirement planning pros, among others, so that everything is coordinated and in sync. 

WE CREATE CUSTOM-DESIGNED PLANS

We know that one size doesn’t fit all when it comes to financial planning and investing and we work to design solutions that offer a broad array of choice and are customized to a client’s unique goals. Overall, we seek to implement plans that have greater income with less volatility. 

WE ARE PRODUCT AGNOSTIC

We don’t steer or advise in a particular direction just to meet a quota or push a proprietary product. We are willing to pursue any strategy that offers the most benefits and best possible outcome to our client.

WE ARE INDEPENDENT

Advisors who work for a particular bank or financial services firm are often held captive by investment options that fall under the banner of that organization. We are free to access a broad range of investment products or make recommendations we deem in the client’s best interest. Our goal is to improve the bottom line of our client, not a parent company.

WE ARE A TEAM

SEFG is more than just a CFP® working alone in an office. We are a collaborative team of financial professionals who pool their combined experience and talent to give clients the most well-rounded advice and the most comprehensive, thought-through solutions.

WE PARTNER WITH ANYONE READY TO INVEST IN THEMSELVES

We design wealth management and financial planning models that allow us to work with clients who are ready to move forward and who see value in our process — people who are ready to make a long-term commitment and have the discipline to improve their lives. When people reach their financial goals and succeed, we succeed.

WE ARE FLEXIBLE

If you have a lawyer you like, we’ll work with your lawyer. If you have a CPA or insurance agent that you’ve used for years, we’ll work with your people. When you partner with us, you are not required to divest of other life-planning professionals you rely on. Want us to design a wealth management model and work alongside your support team? Done. Need us to assemble the right team for your situation? We can do that too.

WE WORK DIFFERENTLY THAN MOST FINANCIAL PLANNERS

We are compensated for our services in a number of ways whether it be a portfolio management fee for managing your wealth, an hourly fee for financial planning services or by charging a commission for the investment products we transact on your behalf. We are willing to work with you in the way that makes the most sense for your needs and goals.

VALUE OVER ASSETS

We like to partner with individuals and firms who see long-term value in having a team of financial guides and advisors to help them stay the course. We think beyond the daily upticks in the stock market and help people focus on where they are, where they want to go and the best way to get there. Knowing you’re covered, building and growing is the true value of wealth management.

WE ARE A ONE-STOP-SHOP

So often we see people who have had numerous jobs throughout their careers. They may have 401ks sitting in old accounts. There may be savings in a number of bank accounts. Maybe you have trusts here. Or stocks investments there. We create simplicity by serving as a one-stop-shop for all things financial. With us, and through our platform, clients can access and view their holdings in one unified location. Not having to constantly dig up old passwords. Just simplicity and efficiency.

WE GIVE BACK THE GREATEST DIVIDEND OF ALL — TIME!

Financial planning is complex, time consuming and involves many data points. Do you really have the time to research all the funds and myriad of investment options out there? Do you have the bandwidth to design, model and execute a comprehensive and customized wealth management strategy focused on continued advancement? We help clients simplify their busy lives while feeling confident that their money is working as hard as they do.