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About SFG Wealth Advisors, LLC
SFG Wealth Advisors, LLC is a financial advisory company that caters to successful professionals and active retirees who lead busy lives and have limited time to manage their finances. These clients place great importance on hard work and want to ensure they have enough savings for a comfortable retirement while being prepared for unexpected financial circumstances. They also strongly desire not to become a burden to their children and aim to positively impact their family, community, church, and beyond.
Many individuals turn to SFG Wealth Advisors during significant life transitions, such as selling a business, changing jobs, or experiencing the loss of a spouse. These clients recognize the need for assistance navigating complex financial matters, consolidating various investments, and ensuring they are appropriately positioned to achieve their financial goals.
The company's owner, Bruce Snyder, emphasizes the importance of constructing a solid foundation that can weather any storms encountered along the way. SFG Wealth Advisors takes this philosophy seriously by creating customized plans, developing projections, assisting clients in organizing their investments, and guiding them step-by-step towards achieving peace of mind in knowing they are on track to reach their desired destination.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Investment Management
- Estate Planning
More about SFG Wealth Advisors, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 307368 | 3 |
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