Are you a Fiduciary?
Yes, we are a fee-based financial planning firm. We do not sell investments or proprietary products.
Where are my investments held?
Your investments are held at the custodian of your choice. We typically work with Charles Schwab but can accommodate other custodians as well.
How are we compensated?
We strive to provide you with a choice by offering alternatives. We offer a subscription-based planning model with an initial planning fee and monthly cost or an asset management fee for our clients that would like us to manage their investments.
Can I cancel future services?
Yes, if at any time you do not feel we are providing a valuable service please let us know and we will cancel all future billing.
Is there an asset minimum to work with you?
No! We are happy to help you build and grow your wealth.
Why the name SF Planning Group?
My goal is to provide you with a Stress-Free and Straightforward planning experience.
