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Surprise! You’ve Got Money! RE: Retirement Social Security: By the Numbers Retiring the 4% Rule Coaches

How much investment risk should you take? Do you know your Risk Number?

We create strategies that are tailored to your needs and goals.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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For an Account review or Account questions, Call Peoria, AZ office: (602) 443-6400 or Email below.

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Managing Your Future, Addressing Your Financial Concerns

SFG Wealth Advisors is experienced in providing financial knowledge, products, and solutions for young, pre-retirement, as well as retired individuals and couples.

We are very proud of the confidence that current clients have placed in us.

The financial management process at SFG Wealth Advisors begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

We serve as your advocate, and assist you in the design and implementation of financial strategies, while providing the products to manage your wealth. Our goal is to give you maximum control of your financial future.

With access to hundreds of companies, we strive to meet your investment, retirement, and insurance needs. We also have an abundance of information and tools throughout our website. You can research funds or use one of our many financial planning calculators.