Client Services

Financial Planning Services

At SFA, LLC we will prepare a comprehensive financial plan that addresses all areas of your financial life. Through the planning process we address the following:

  • Investments
  • Debt
  • Mortgages
  • Retirement Planning
  • College planning
  • Insurance Planning (Life, Long-Term Care, Disability)
  • Estate Planning
  • Business Retirement Plans

All of these areas are interrelated — and we believe there are several factors that help our clients achieve their goals. Our financial advisors bring a comprehensive, strategic approach to all aspects of your financial plan.

Insurance services offered through Sierra Insurance Advisors, LLC except for variable insurance products. Variable insurance products are offered through 1st Global Advisors, Inc. Sierra Insurance Advisors, LLC is not affiliated with 1st Global Capital Corp.

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OUR SERVICES

At SFA, LLC we create a special relationship with our clients by personally meeting with them to understand their individual financial needs and goals. Though each client’s needs are unique, we generally approach all of our client relationships with a comprehensive financial planning process.

No one needs to tell you College is expensive and getting more so every year. American families rank saving for college as one of their most important priorities. Most parents are not saving enough to meet their goals. Many families scramble when it comes time to pay tuition, putting not only their children’s future at risk, but also their own.

Insurance is a very important aspect of financial planning and having the wrong type or not enough can have catastrophic effects. Our affiliate company, Sierra Insurance Advisors, LLC offers a complete range of products in the insurance field, and our brokers are not captive to any one product sponsor. This allows us to offer very competitive premiums and products.

In today’s financial environment, investors are looking for safety and security but also need a rate of return that keeps pace with inflation and helps meet retirement income goals. At SFA, LLC, we will provide a no-cost no obligation Income Projection to help retirees or those approaching retirement determine what investments can help achieve income goals.

If you are an employer, you realize the importance of providing your employees with an attractive and effective retirement plan. A well-run retirement program is a cooperative effort, At SFA,LLC, we have the dedication and experience to help ensure your program is a success.

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2017-06-27 17:15