Because we are independent (we are not employees of one financial company), we have access to all of the available financial products and instruments to create portfolios for our clients. However, what separates us from the others is our commitment to deliver customized advice and solutions for our clients. We prepare comprehensive financial plans so we truly understand the financial needs, concerns, and future goals of our clients. Products are the commodity in this industry. This service - our service - provides a truly unique experience
At SFC, we have something unique to the financial services industry. We have assembled what we call, “The SFC Living Library.” It is a true human library of financial services professionals with specific expertise and knowledge in all areas of the financial services industry. Our goal is to provide our clients with the most qualified people and resources to help design financial solutions from the simple to the most complex. We are an organization of specialists, not generalists.
Most advisors are busy selling something. We are busy serving the best interests of our clients – even if it doesn't change our bottom line. We provide the deep service that our clients need - first and always.
We are not owned by a bank or an insurance company. We do not have proprietary products that we are required to offer or sell. All of our operations are regulated, but our available products and solution selections are open to the determination of the best available for our clients. We represent you!
SFC has a deep understanding of insurance and we know how to best use insurance related solutions when appropriate with our clients. Unique financial solutions often involve utilizing the complex benefits of insurance to facilitate estate planning, create tax free income, and design a beneficial succession plan for a business owner.
We take a team-based approach to financial services. Our comprehensive financial plans are not developed in a silo by one financial advisor. We take a team-based approach to preparing financial plans for businesses as well as financial plans for individuals. Our team takes a look at the overall financial picture of each client, combining business and personal, and we incorporate our specialists as necessary to complete true comprehensive financial planning. We know that without a comprehensive financial plan, the financial solutions will often be incomplete.