116 Village Boulevard,
STRATEGIC SERVICES FOR CALCULATED FINANCIAL MANAGEMENT
At SG Wealth Management, our services have evolved as a direct response to meeting our clients' needs. That means we only provide services that add to your financial security through products designed to boost income and safeguard your future.
For us, financial stability has little to do with a balance sheet and more to do with a balanced life; the life you want to live into your retirement years. True wealth is all that money can’t buy and death can’t take away. It’s based on far more than financial planning. It requires a comprehensive approach that integrates imagination and innovation with careful calculation.
These services represent the cornerstone of a family’s paycheck in retirement. Retirement planning must cover many risks: inflation, deflation, market, long-term care needs and more. However, the greatest risk is longevity – outliving your resources! Longevity risk is actually a risk multiplier: the longer you live, the more exposed you are to all the other risks.
How can you minimize longevity risk at a time when company pensions are disappearing and social security benefit levels are facing an uncertain future? By making smarter savings and investment decisions!
We believe your lifestyle income should come from guaranteed sources – to minimize risk and assure a secure retirement.
At SG Wealth Management, we believe that a well-diversified portfolio should be invested in non-correlated asset classes. This will help assure the balance between risk and reward that is designed to stand the test of time.
We provide these services through Fee-only Investment Management
As you travel through the 3 phases of your financial journey your allocations need to change accordingly.
Call us for a complimentary, no-obligation, personal consultation…(609)-309-5533