What Makes Us Unique

More Than Financial Products… A Lot More:

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

Living Library of Expertise:

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.

We Are Not Busy Selling, We are Busy Serving:

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 Represent the Client (not a company):

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!

Unique Financial Solutions: 

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.

Team-Based Planning

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.

  • A Second Opinion (and a Third, Fourth, and Fifth): We are big believers in second opinions for your major financial decisions. That is why all of the important issues presented to an advisor at SFC will receive the unique benefit of having our SFC team of specialists weigh in for a consensus decision. When you work with one advisor at SFC, you have the benefit of working with many.

  • Advisor of Advisors Concierge Service: For many of our business owner and top executive clients, we provide a unique concierge level service that coordinates all of the professionals you have on your team to maximize their efficiency and results. We take the time to create one master financial plan and then act as the CFO for oversight and implementation of the plan. It is an “advice only” service designed to coordinate the efforts of your financial advisor, attorney, CPA firm, and insurance agent based on one overall plan. We do not supersede relationships already firmly in place. We monitor and coordinate all the advisors on your behalf so that everyone is working together to achieve your goals.

  • Transparency: Before making any changes or commitments, we will disclose all advantages and disadvantages of any and all recommendations, your costs, and our compensation. Our operation is and always will be transparent.

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