Private Wealth Services
Building a personal relationship through trust and knowledge. Our client-centered process effectuates fundamentally sound strategies that reflect our client's vision, values and objectives.
Personal Wealth and Estate Planning
- Family Protection
- Life Insurance Portfolio Analysis
- Investment Asset Allocation Analysis
- TIAA-CREF Analysis
- Employee Stock and Stock Option Analysis
- Strategic and Tactical Portfolio Management
- IPERS Pension Maximization
- Guaranteed Retirement Income1
- Asset Protection
- Wealth Preservation
- Estate Equalization
- Estate Distribution
- Tax Management2
- Philanthropic Advisement
- College Funding
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Business Succession and Continuation Planning
- Buy-Sell Agreement
- Key Person Protection
- Customized Executive Benefits
- BOLI and COLI Plans
- Non-Qualified Deferred Compensation
- Business Overhead Expense
- Disability Buy-Out
- Split-Dollar
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SFG Retirement Plan Services
- 401(k)/IRA Rollover
- Traditional/Roth IRAs
- 401(k)/Profit Sharing
- Supplemental Executive Retirement Plan
- 403(b)/TSA
- SIMPLE/SEP IRAs
- 412(e)(3) Defined Benefit
- Supplemental Life Insurance Retirement Plan
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SFG Employee Benefits Services
- Group Long Term Care Insurance
- Group Health Insurance
- Group Life Insurance
- Group Disability Insurance
- Employee Financial Workshops
- Voluntary Benefit Plans
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1 Guarantee based on the financial strength and claims paying ability of the issuer.
2 As with all matters of a tax or legal nature, you should always consult with competent professional counsel.
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