Detail Oriented, Independent Financial Planning Services

A Goal Without a Plan is Just a Dream

Successful financial planning requires more than just managing investments. SGH Wealth Management’s extensive planning services encompass all aspects of making rational, statistically tested financial decisions.

By understanding your life goals, we can serve as a valuable resource when making financial decisions, from small to large. We strive to demystify complex financial matters by explaining the impact on your cash flow, taxes, and investment strategies. Our goal is to help you build a plan to reach your financial goals. We do so by providing services that include:

• Pension analysis
• Mortgage payoff strategies
• College expense planning
• Gifting and qualified charitable contributions
• Estate plan consulting
• Partial retirement strategies
• Required Minimum Distribution (RMD) tax planning strategies
• Retirement income tax strategies
• Roth conversions