What We Offer

SFA offers expertise and assistance in the areas of comprehensive financial planning, risk management and wealth management. Leveraging our internal talents and professional partnerships, we are uniquely qualified to advise on a full continuum of personal and business issues, including:

Asset & Liabilities Assessment
Income & Expense Analysis
Cash Flow Projections
Tax Planning Expertise

Stocks, Bonds, Mutual Funds & ETFs
Separately Managed Accounts (SMAs)
Advisor Directed Portfolios
Unified Managed Accounts (UMAs)
Fixed & Variable Annuities

Traditional & Roth IRAs
401(k)s; 403(b)s
Pension & Profit Sharing Plans


Key Man Insurance
Buy-Sell Strategies
Split-Dollar Arrangements
Deferred Compensation Plans
Executive Bonus Plans

Asset Conservation & Transfer
Business Succession Planning
Charitable Gifting Strategies
Educational Funding

Life Insurance
Health Insurance
Disability Insurance
Long Term Care Insurance



Plan Design & Administration
Major Medical
Section 125/Cafeteria Plans
Voluntary benefits