Why STG Financial
STG Financial is a completely independent firm. This means I do not have a big company demanding that I put the company’s interest over my client’s. I have been there and done that. It is the reason I went out on my own. Now, I work for you, my client. Your interest is the only interest that matters to me.
I am a small company – ON PURPOSE. I strongly believe that each client deserves personal attention – to answer questions, meet regularly, and with consistent monitoring of each investment account. Attention to detail is something I pride myself in. For this reason, I have purposed to have no more
than 50 clients at any given time. In addition to investment planning, I also provide tax efficiency planning – both short and long term, as well as estate and legacy planning, help you understand when to take Social Security.
Retirement planning is complex. It is more than just saving or picking some investments. Each person’s plans in retirement are different, that’s why cookie cutter programs offered by some advisors do not work for all. I use a customized approach with each of my clients. I use a time tested Disciplined Unemotional Repeatable Process to achieve your needs, wants and wishes – for now, in retirement and beyond – and then arrange for your money to work for you – for the long haul.
Working with an advisor gives you a psychological boost that could make you measurably happier by reducing stress and freeing up your time to focus on the things that matter to you. Research shows that investors who work with a professional advisor maintain a more passive investment strategy during market downturns. Thus, helping clients resist the urge to overreact and engage in panic selling.
At STG, I will help create a plan to replace your paycheck and stress test every portfolio every year to make sure it is on track and you don’t outlive your money.