About Us

Our clients are successful professionals and active retirees who know the value of hard work. They stay busy with family, business interests, and recreational activities, and have little time left to manage their finances. They want to have enough in retirement to live a comfortable lifestyle and be prepared for the unexpected. Above all they don't want to run out of money or be a burden to their children. Our clients see themselves as stewards and want to have a positive impact on their family, community, church and beyond. Many clients come to SFG Wealth Advisors when facing a life transition, such as the sale of a business, job transition or the loss of a spouse. They realize they need help navigating complex financial issues, consolidating a collection of investments, and making sure they're positioned properly to accomplish their goals. Let us provide a fresh perspective on what you are doing currently at no obligation. Thereafter, we can come to an agreement on which path best suits your needs going forward. Depending upon the nature of the engagement, we provide advice utilizing an ongoing advisory service arrangement, a flat-fee agreement, or hourly consulting.

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