Financial Planning

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:

Understanding- Getting to know you on a personal level to better understand your current financial situation along with your risk tolerance, time horizon, and individual style.

Strategy- Developing an investment strategy which reviews your current financial situation and helps establish the best strategy for reaching your short-term and long-term goals.

Solutions- Evaluating and recommending the appropriate solutions designed to meet your needs.

Presentation- Making sure we help you understand the map for your financial success.

Thoroughness- Working with you through the implementation of your financial plan and reviewing changes along the way.

Loyalty- Earning your trust through regular financial plan reviews with timely resolution of any questions or issues.

 

MORE 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.