We craft a clear and understandable plan that guides you from uncertainty to a confident retirement you can count on. Kids still in college. Higher incomes. Higher taxes. Adjusting risk. Estate planning. All are items we provide solutions for as you head into the home stretch towards retirement. A proper plan can provide you less worry, more family time, freedom to do what you've always wanted to do, and enjoying a purposed-filled life.
With twenty-five years each of industry experience, Steve Ellis and Stan Rickner share practical insights and inspiration to retire forward-into a new season. Steve and Stan have provided a simple yet comprehensive roadmap for rethinking retirement. The financial strategies that worked a generation ago are not serving us well today.
With twenty-five years each of industry experience, Steve Ellis and Stan Rickner share practical insights and inspiration to retire forward-into a new season. Steve and Stan have provided a simple yet comprehensive roadmap for rethinking retirement. The financial strategies that worked a generation ago are not serving us well today.
Reviews (1)
Brad Randall
Dec 13, 2021
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We began moving all our accounts from one of the largest financial institutions and investment firms in the U.S. to SFG about 6 months ago. After over two decades at the prior firm, the move to SFG was not an easy decision for us. Now, we only wish we had done it years ago! We could not be more pleased (IMPRESSED would be more accurate!) with the personal attention to each and EVERY aspect of our financial picture, SFG's diligence and follow through has assured us time after time that we made not only the right decision, but the BEST decision. With just a handful of folks on their staff, they outperform
