We get personal and focus on you, not just your assets!
SGA serves it's clients with independent and objective advice on an as-needed basis - even hourly if needed. As a simple fee for service business, you seek and pay for our advice only when you need it. And, we never accept compensation from third parties like mutual funds or insurance companies.
Our philosophy is different and so is our business model!
We've turned the traditional model upside down. You come first there is no close second. You choose where your assets are held, we work with and for you to develop a plan, which you are in charge of, make the choices for, and implement with or without our assistance at your choice.
You are a candidate for our services if:
You choose your own asset allocation and need a second opinion? You plan on retiring in the next five years? You have years before retirement and need to develop a plan? You need to rebalance to be more defensive in a volatile market? You want your employer to provide an educational seminar? You want to work with a professional who puts your interests first? You are looking to build retirement income.
Martha and the Schilling Group are ready to help you meet your financial goals. Request a "get acquaintedmeeting" today. Remember, you don't have to have a fortune to start building one. Today is better than tomorrow when planning your future!
Contact SGA today for a complimentary, no-obligation meeting.