Resources.

White Papers.


Changes in Pension Benefit Plans; Why the Trend is Change in Defined Benefit Plans

Financial Parity Planning in Comparing Current and Prospective Career Offers

The Great Drawdown: How To Optimize Stock-Based Compensation For Planned Or Unplanned Retirement

Optimizing Your Equity Compensation Five Considerations For Informed Decision Making

FAQs.


Q: How does executive planning coincide with wealth planning and financial planning?
A: Life often brings unpredictable situations and it’s imperative to plan for the unexpected events like job loss or health challenges. Executives are often left asking the question, how much planning is needed to ensure I’m maximizing my LTI benefits, fringe benefits, pension and other retirement benefits? These are important matters to ensure their plan remains solvent throughout their entire life.

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Q: I’m not a senior level executive of a publicly traded company. Is SFG right for me?
A: Yes, SFG would be happy to have a conversation with you, please see additional information under our Financial Independence Planning Services offering.

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Q: What kind of training and experience do SFG employees have in the complex world of equity compensation, including performance stock options and restricted stock units, etc.?
A: The SFG team includes highly skilled individuals representing a robust assortment of specific training including the following professional designations; CFP®, CEP, ChFC® and AIF®. These designations equip us to provide customized advice to every executive’s unique situation.
Q: Does SFG provide continuity planning and work with multi-generational families?
A: Yes. We walk through life’s major challenges with all of our clients, ensuring financial security and the successful transfer of wealth to spouses, families and loved ones.

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Main Office


Georgetown Crossing Offices
3655 Route 202, Suite 140
Doylestown, PA 18902

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SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
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