Our Services

We understand that money is a difficult subject to discuss and that the choices you have to make about it can be overwhelming. Our goal is to help you sleep at night, knowing that you have a trusted partner in SFM to take the complexity and the burden of the daily management of your investments off your shoulders. Let us do the work for you.

  • Complimentary Initial Consultation – To get started, we conduct an initial consultation that is complimentary. This gives us time to get to know each other and make sure our services and approach are a good fit for you.
  • Implement Investment Strategy – After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you.
  • Monitor – Once we have implemented your investment program, we at SFM will continue to monitor your investments and the market as a whole.
  • Regular Consultation – We consult with you on a regular basis, usually by phone, to ensure our plan continues to reflect your current circumstances.
  • Annual Review — In addition, we perform a face-to-face meeting annually, more often if you wish.
  • Insurance Coverage– We also have seen how “life” can impact an otherwise healthy portfolio and turn it upside down. With this in mind we feel that no discussion of money can take place without also discussing your insurance coverage. If you have adequate coverage, great; however, if the need arises we do have the ability to arrange for life insurance and/or long-term care insurance (or as we like to call it, stay at home insurance).
  • Our Fee – We base our fee on assets under management, not commissions.
  • Unlimited Account Types – We have no limit to the type of accounts that we can help set up and manage. Some of the more common accounts are IRA, 401(k), and Individual Brokerage and Trust accounts.

While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio.  Rather, we work to enhance our clients’ lives and help them pursue their dreams.

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