Broker Check

2420 South Lakemont Avenue Suite 120 Orlando, FL 32814

(407) 740-6553
sfm@sfmadvisorgroup.com
Client Access Links

Client Fillable Letters

Fill a letter out online and print; or save a letter as a PDF on your desktop and fill out at your convenience. For extensive letters, we encourage you to save before completing

Discover Smarter Investment

Our data-backed approach helps you prepare for retirement at any age. How do you compare?

$200,000

The recommended savings for a 35-year-old with an annual income of $100,000.

$400,000

The recommended savings for a 45-year-old with an annual income of $100,000.

$690,000

The recommended savings for a 55-year-old with an annual income of $100,000.

$1,130,000

The recommended savings for a 65-year-old with an annual income of $100,000.

Source: Investor's Business Daily, 2018

Complete Below

Fillable Letters 

Fillable Letters 

Fill a letter out online and print; or save a letter as a PDF on your desktop and fill out at your convenience. For extensive letters, we encourage you to save before completing.

Letter of Intent

Complete

Letter of Instruction to Family

Complete

Letter of Diminishing Abilities

Complete

Letter of Professional Contacts

Complete