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SG Financial | Fiduciary Retirement & Financial Planning
SG Financial : Planification fiduciaire de la retraite avec des conseils axés sur le client.
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Insurance
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SG Financial : Planification fiduciaire de la retraite avec des conseils axés sur le client.
SG Financial | Fiduciary Retirement & Financial Planning à Henderson, NV propose une planification de retraite et financière axée sur le client. Les avis louent son approche fiduciaire, qui privilégie le bien-être financier des clients plutôt que les commissions. L'équipe, notamment Scott Groskreutz et Nick, offre des conseils conviviaux et compétents — en mettant l'accent sur une véritable planification de la retraite, et non seulement une analyse de portefeuille — et fournit des réponses adaptées aux besoins individuels.
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Analyse personnalisée de portefeuille de retraite et stratégies axées sur votre sécurité financière à long terme et vos besoins en revenus.
Conseils d'expert et services de transfert pour les annuités afin d'optimiser les rendements et d'améliorer les sources de revenus à la retraite.
Séances individuelles pour comprendre vos objectifs et vos priorités, et fournir des solutions complètes de planification financière.
Des produits d'assurance et des stratégies sur mesure pour protéger les actifs et soutenir la planification de la retraite et la planification successorale.
Gestion holistique des investissements et des actifs pour faire croître et préserver le patrimoine pour les générations futures.
Note globale
Virginia Schneider
As a recent widow, I moved from the East Coast to Nevada in 2022…Since I needed to reassess my retirement portfolio, I attended a few local financial seminars. In early 2023, I attended a dinner seminar presentation hosted by Scott G. I liked his friendly, professional, & trustworthy style…So I wrote him a note on my info sheet. Turns out that he went to college at Bringham Young on Oahu & I attended U Hawaii at Manoa… On my first financial meeting, Scott expressed concern that my annual income sources were not enough to meet my annual financial needs. He studied my portfolio & advised that I needed to transfer a Fixed Index Annuity to another insurance company…for a better yield…He was RIGHT I’m forever grateful that I met this most amazing…Fiduciary! His first/foremost concern is the financial wellbeing of his clients, not his potential commissions … I enjoy keeping in touch with Scott & his young family. Father & sons all play ice hockey. 🏒
Faye Davis
My meeting with Scott Groskreutz, SG Financial's executive, was an exemplary, customer-focused session. Throughout the meeting, Scott sought to understand my retirement interests and priorities. This session exceeded my expectations.
Jeyla Briar
If you want real financial planning—not just portfolio analysis disguised as advice—work with this team. Nick has had an answer for every personal finance question I’ve ever thrown at him, and I’m genuinely better off because of it.
Mike Defreitas
Scott and his team at SG Financial are exceptional to work with! You can definitely tell they care about their clients. I would highly trust them with my retirement planning.
Jennifer Belnap
Working with Scotty G is a pleasure. He’s knowledgeable, relatable and is really there to serve his clients. Highly recommend SG Financial.
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