SFG Wealth Advisors, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

A full-service wealth management firm, SFG Wealth Advisors specializes in creating financial strategies that allow our clients the opportunity to pursue their goals and dreams with an emphasis on identifying and managing risks to their financial future. At SFG Wealth, we provide you an opportunity to implement unique strategies designed with a focus on what is truly important to you.

Our services include financial planning, investment advisory services, charitable giving assessment and implementation, and estate planning analysis.  A comprehensive investment plan may include: money management, real estate investments, tax-favorable partnership programs, private placement programs, and college savings/529 programs. For estate planning needs, we can assist in evaluating your current situation and employ the necessary resources to address the needs of your estate.

Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through SFG Wealth Advisors, LLC. 

Investments in securities involve risk, including potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account, please contact our office directly. You should never post personal, account or transaction information anywhere on this site. Securities are not FDIC insured. 

Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

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