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Financial Planning

While providing an overview of the big picture, our financial professionals develop comprehensive strategies that enable you to make stronger financial decisions. With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them.

Investment Management

As markets shift and your personal needs change, our customized strategies are built to evolve. At SFP Wealth we believe investment management is a process, not a product. The combination of investments you choose for your retirement portfolio can be as important as your specific investments.

Protection Planning

From life insurance to long-term care and disability income, we provide a full suite of insurance policies to help you defend against the unexpected. Once you retire, and your priorities shift, your life insurance needs may change. If fewer people are depending on you financially, your mortgage and other debts have been repaid, and you have substantial financial assets, you may need less life insurance protection than before.

Estate Preservation and Transfer

As your advocate, we offer custom solutions that establish a financial tradition across generations. At SFP Wealth, estate planning is more than a collection of documents. A will is often said to be the cornerstone of any estate plan.

Frequently Asked Questions