Our Services

• SFMG approaches each client relationship from a planning perspective.

• Accordingly, a personal financial plan is available on a fixed fee, or hourly rate, based upon the client’s needs and desires.

• The management of the client’s investment portfolio is done for a fee based upon the assets actively under management.

• We view our role to be ongoing, since it is our belief that financial planning is a dynamic process- not a one-time event.