Wealth Transfer Planning

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

– Robert Kiyosaki

Protect

We foundationally believe in the preservation of private capital.

Transfer

We are hyper-focused on the net results to the ultimate beneficiary.

Leverage

We are driven to maximize Internal Rates of Return.

Integrate

We understand that the whole is greater than the sum of its parts.

At SFG, our business is Intelligent Solutions to Protect, Integrate, Leverage and Transfer wealth. We understand that people accumulate assets at different points in their life, and for different reasons. They start a business, buy a home, implement a retirement plan, purchase life insurance, make investments, create a will, set up a trust, etc. These accumulated assets are implemented at different milestones in
the spectrum of life and under different economic circumstances. Over a period of time these assets become a veritable piecemeal.

When these assets become fragmented they lose the ability to provide the maximum value and benefit which integration provides:

Increased tax savings & deductions
Improved economies of scale
Additional life insurance coverage at reduced cost
Re-structured assets for effective creditor protection

Our comprehensive wealth transfer planning process focuses on integration which in turn increases the velocity of our client’s wealth by eliminating the inefficiencies and improving tax savings.

We never lose sight of the larger picture which focuses on total family wealth and multi-generational and tax efficient wealth transfer planning. Our Intelligent Solutions are custom tailored to each and every unique situation.