SFG Investment Advisors, Inc. ("SFG") is a Registered Investment Adviser that was founded in 1996. Senior-level executives of publicly traded companies engage SFG for their financial planning, tax planning and investments, freeing them to manage their careers and live more fulfilling lives. Few sources of wealth offer as rapid a chance to build assets as an executive's stock-based compensation plan.
We believe in the power of financial planning and management of equity compensation to produce a wealth multiplier effect. Who has time to closely implement a strategy for their company stock? Who will monitor new awards and impending expirations? Our clients are decision makers with complex stock-based compensation issues for whom time is their most valuable asset.
We believe in the power of financial planning and management of equity compensation to produce a wealth multiplier effect. Who has time to closely implement a strategy for their company stock? Who will monitor new awards and impending expirations? Our clients are decision makers with complex stock-based compensation issues for whom time is their most valuable asset.
Services
Are you one of those people who finds their executive compensation challenging to manage, overwhelming and complex? Most don't know how their plans integrate various forms of compensation, and often cash needs drive transactions instead of a well-conceived divestiture plan. Our conversation begins with an understanding of your stock-based compensation.
A: Life often brings unpredictable situations and it's imperative to plan for the unexpected events like job loss or health challenges. Executives are often left asking the question, how much planning is needed to ensure I'm maximizing my LTI benefits, fringe benefits, pension and other retirement benefits?
SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC.
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