SGL Financial About our company

See why choosing us is a breath of fresh air.

1. We are focused on you

We focus 100% on your wants and needs. We give you complete attention and treat you like a real human being— with respect!

2. We are fiduciaries

As a fiduciary, we pride ourselves on always acting in your best interest and putting your needs first.

3. We are holistic

Our financial professionals work with you on an individual basis. Advice we give is personalized and not cookie-cutter.

4. We are a one-stop-shop

You need to feel confident that your account requests will be handled effectively. We focus heavily on ensuring top-notch client service.

5. We are fee transparent

We’ll always explain the pros and cons of everything. We believe in an unbiased, transparent approach so you can make smart decisions.

6. We appreciate our clients

We believe in client education, and are committed to providing you with frequent educational opportunities, events and communication.

7. We become your personal CFO

We have the ability to provide you with a range of financial services, reports, plans and illustrations—all custom tailored to fit you personally.

8. We deliver expertise & value

We've authored a popular book based on our unique financial planning approach called The Perpetual Retirement Income Machine (PRIM). We regularly host educational events for our communities on this specialized planning process.

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