Financial planner SFG Wealth Advisors, LLC 705 W Azeele St, Tampa, FL 33606

Our Financial Services

• Investment Management: Tailored investment strategies to grow your wealth.
• Retirement Planning: Comprehensive plans to help you achieve a secure retirement.
• Tax Strategies: Effective tax planning to minimize liabilities and maximize savings.
• Estate Planning: Guidance on managing and distributing your assets.

How Engagements Work

When you engage with SFG Wealth Advisors, we begin with a detailed consultation to understand your financial goals, current situation, and any concerns you may have. From there, we develop a personalized financial plan tailored to your needs. We prioritize transparency and communication throughout the process.

What to Bring

For your initial consultation, please bring the following documents:

• Income statements (pay stubs, tax returns)
• Investment account statements
• Retirement account information
• Any existing financial plans or documents

Frequently Asked Questions

What services do financial planners provide?
Financial planners offer a variety of services, including investment management, retirement planning, tax strategies, and estate planning.

How do I know if I need a financial planner?
If you have specific financial goals, are planning for retirement, or need help managing your investments, a financial planner can provide valuable assistance.

What is the cost of hiring a financial planner?
Costs can vary based on the services provided, but many planners charge a fee based on a percentage of assets managed or a flat fee for services.

What should I expect during my first meeting?
Your first meeting will typically involve discussing your financial situation, goals, and any concerns you may have, allowing the planner to tailor their services to your needs.

How often should I meet with my financial planner?
Regular meetings are recommended, typically annually or semi-annually, to review your financial plan and make adjustments as needed.

Can I work with a financial planner remotely?
Yes, many financial planners offer remote consultations via phone or video conferencing.

Are financial planners regulated?
Yes, financial planners may be regulated by various authorities depending on their credentials and the services they provide.

What qualifications should I look for in a financial planner?
Look for certified professionals such as CFP® (Certified Financial Planner) or CFA (Chartered Financial Analyst) for expertise and credibility.