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Create a retirement you love.

Plan and Invest so your monies help create the life and legacy of your dreams.

<sup>About Us</sup>Partner with a Team 
that Cares About Your Family&#160;

About UsPartner with a Team 
that Cares About Your Family 

At The SFI Group, we help you by embracing the power of teaching and coaching when it comes to your financial matters. We partner with you to help you understand your unique financial situation and together we will help develop a plan that you will feel confident in for years to come.

<sup>Services&#160;</sup>Here is How We Can Help Your Family

Services Here is How We Can Help Your Family

Using a wealth management formula that includes investment consulting, advance planning, and relationship management, we are committed to providing you with top quality service while maintaining high standards of integrity and professionalism.

  • Estate Planning
  • Wealth Management
  • Insurance Protection
  • Generational Wealth Management

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Frequently Asked QuestionsHere is what people are asking

You may have questions on a variety of financial matters including who we work with, retirement planning, 401ks, inheritance, life insurance, annuities and more.

Do I need a financial advisor?

Any successful plan needs planning. Your plan can be enhanced with professional advice from a financial advisor. This will provide the best opportunity for you to receive assistance in obtaining your goals.

How much do I need to retire?

There is no specific number to this question. The answer is understanding what your needs and resources are and that is where we can help.

Who do you work with?

We are a fully licensed, independent financial firm that works for you!

ResourcesKnowledge leads to financial

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Women on the Rise

Women on the Rise

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What Is My Current Cash Flow?

What Is My Current Cash Flow?

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Rightsizing for Retirement

Rightsizing for Retirement

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Why Work With Us

We’ve been helping clients like you for over 30+ years, and we know what it’s like to be in your shoes … we started as clients ourselves. We want you to feel glad that you are partnering with us.

Thank you!