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]
Learning Center
Preparing For Illness or Injury
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]
Entering Retirement
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]
