No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
In keeping with our standard of excellence we've set at SFM, many of our advisors serve as a CFP®. These professionals have completed extensive training and experience requirements, and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
Why Join SFM?
Many financial advisors enjoy focusing on the client - after all, it's their job. Yet, this focus on day-to-day client activities can hinder their effectiveness over the long-term. We're here to help you envision the big picture for your practice, setting goals for better client service and incremental AUM growth. We believe we have the right partners, the right technology, and the right team to help make it happen!
Variable Universal Life Insurance
Net Unrealized Appreciation (NUA) Explained
