Thanks so much for stopping by the SGL Financial website. Each of our advisors and every member of our team is dedicated to giving you world-class client service and an exceptional experience working with us. We hope to meet you soon to help you build wealth for your life! Get a copy of Co-Founder Steve Lewit's critically-acclaimed book, The Perpetual Retirement Income Machine.
Discover the method to creating a machine that gives you a never-ending stream of retirement income. Comprehensive Wealth Management is considered the king of financial advising services and is built of key components aimed to build wealth for your life. At first glance into the world of wealth management, it is easy to assume that the focus is only investments - trading stocks and bonds.
Discover the method to creating a machine that gives you a never-ending stream of retirement income. Comprehensive Wealth Management is considered the king of financial advising services and is built of key components aimed to build wealth for your life. At first glance into the world of wealth management, it is easy to assume that the focus is only investments - trading stocks and bonds.
Services
Every member of our team is dedicated to giving you world-class client service and an exceptional experience working with us. We believe in cultivating close relationships and personal friendships with each of our clients. We're also simply fun people to be around, and our clients actually look forward to coming to our offices to meet together.
As a fiduciary, we pride ourselves on always acting in your best interest and putting your needs first. We believe in client education, and are committed to providing you with frequent educational opportunities, events and communication. We have the ability to provide you with a range of services, reports, plans and illustrations-all custom tailored to fit you personally.
When planning your financial future, the key is to ask the right questions. Knowing what you are looking for will allow you to establish your needs so that together with us, you can create the perfect plan. At SGL Financial, we choose to be proactive in our approach to prevent any issues that may arise when guiding you through your financial future.
Our tax filing solution combines expert CPA tax preparation with a fast, easy, convenient, and high-end concierge experience. When you file with SGL Financial, you are getting the ultimate in expert CPA tax preparation, a 100% guarantee of our work, FREE audit department assistance should you ever need it, advanced tax planning strategies and completely transparent pricing.
Are we on the brink of a major trade war? Most importantly, could this potentially impact your investment portfolio and put it at risk? When we can rely more on our own resources versus those of another country, this is supposed to help stimulate our economic growth. But when tariffs are raised on both sides, this is what causes a trade war.
Reviews (5)
Benny B.
Jan 21, 2022
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My wife and I had 6 financial advisors over 15 years, all of which offered only their company's products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term "fiduciary", much less know its meaning. Steve's presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products
Michele S.
Mar 10, 2021
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My wife and I are first time clients of SGL Financial and we could not be more pleased. Every member of their staff was very helpful. Our 2020 tax return was done promptly and we are extremely pleased with Sharon who did our taxes. Looking forward to many more years with SGL Financial. Also, their fees were significantly lower that another local firm who has only two initials.
I highly recommend this firm.
SandyS and his much better half Michele
I highly recommend this firm.
SandyS and his much better half Michele
T.
Sep 21, 2020
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I cannot say enough good things about Steve and the entire SGL Financial team! Beyond their economic and financial knowledge and expertise (which are second to none), they are just very wonderful people: very honest, caring, helpful, insightful, friendly! We always look forward to our personal meetings with Steve; they are relaxing and informative. He explains things in a clear and understandable way with a touch of humor, which my wife is especially grateful of! Steve’s advice and guidance is spot on, we have never been disappointed or sorry for following. And, his workshops and market updates
Teresa B.
Mar 05, 2020
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My husband and I received a postcard from Steve Lewit inviting us to one of his community education seminars about investing for retirement. We decided to go and it was one of the best decisions we ever made. Steve was a funny and confident public speaker, and we really enjoyed his presentation . We made a first appointment to go and talk to him and see if he could help us at all. We are not at all rich, but from that very first meeting we were treated like one of his million dollar clients. Steve and his co-founder and son Gabriel made us feel like family from that first appointment. His wonderful
Alex Ng
Aug 27, 2016
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