We work so hard to build a life, but do we give thought to what we will leave behind when we are gone?  The need to leave a legacy is our spiritual need to… [read more]

No one can plan for every variable in life, but a key part of financial planning is to build a safety net to prevent financial disasters caused by catastrophic illness or other personal tragedies…. [read more]

At SFS, retirement is our specialty! Over the years, we’ve helped over 500 clients navigate the maze of decisions that come prior to and during retirement. Retirement should be a time of celebration—especially if… [read more]