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Living his best life in New York City, Paolo, 52, is a personable, fit and single statistician with a life sciences company. He loves living in Manhattan and when the weekend...
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When they met in Toronto, Kiku and Scott were an average pair of 16-year old friends with part-time jobs. Love and marriage followed their college graduation, and eventually...
With a PhD in Engineering, the seasoned systems engineer brought his wife, Deena, her father and his mother from India on an H1B visa ten years ago with his employer in...
SFG clients Jill and Arshad never thought the term, “sandwich generation” would fit their situation. For years, they had lived off Jill’s corporate salary as an HR benefits...
Victor* was ever the smartest kid in his class, even after his family immigrated to the US for his sophomore year. Bilingual, a whiz in math and keen to invest in the stock...
Francisco, 52, vice president of operations for a biotech company, is starting over. He never sought the divorce and didn’t see it coming. He’s been working...
William* never set out to make $1 million, but the value of his Restricted Stock Awards (RSAs) reached that threshold last Thursday, shortly after the technology firm...
Valeria “Val”, 43, a rising sales leader for a west coast IT company, was named president last year. She’s been a high company performer for years and...
When company ownership is in play, all assumptions are on the table as to the company’s future and the executive’s own employment. Marcus wondered if his...
The medical director for a fast-growing private medical device company, Josh, 45*, has been handling his own investments for years. His $400,000 in investments...
Allison is a young dynamo who has been putting her computer-science degree to work as a programmer. At age 27, she has the opportunity to join a newly public technology...
Peter and Jodi, a two-career couple, adopted a girl from Guatemala nine years ago. Anna has embraced school work and is an outstanding student. Her college counselor...
As Beverly nears her 60th birthday and the vesting of her performance awards, she plans to meet with her estate planning attorney to get her affairs in order. She...
Sid is considering using nonqualified stock options (NQSOs) to fund Aaron’s college costs. He has 2,000 shares that are exercisable at $50 per share. To exercise...
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Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an SEC Registered Investment Advisor.
© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex