Invest in yourself.
We’ll champion your financial future.
We want to help you improve your financial literacy, long-term lifestyle, and resources going forward. Hire us to do the heavy lifting on:
Financial planning
Preparing for retirement
Estate planning
Fiduciary retirement plan consulting
Executive compensation strategies
Investment management
We work with individuals, executives, and business owners who are ready to develop a collaborative plan.
SFS was nominated as one of the Coolest Places to Work by the Corridor Business Journal in 2021, 2020, 2019, and 2017. We’re thrilled that in 2022 we were named THE Coolest Place to Work in the Corridor. Head over to YouTube to see us in action.*
*This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.