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
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
Life/Disability
Dental/Vision
Section 125/Cafeteria Plans
Voluntary benefits