Financial Advisors
Henderson, NV
SG Financial is a fiduciary wealth advisory firm in Henderson specializing in retirement and financial planning for those transitioning into their post-work years. They help clients convert savings into sustainable monthly income, optimize tax strategies, and create comprehensive plans that prioritize lifestyle goals over spreadsheet management. Their planning-first approach focuses on clarity and confidence for clients ready to move from accumulation to their 'Go and Do' chapter.
Ideal for: Pre-retirees and recent retirees, high-net-worth individuals, those seeking tax-efficient strategies, clients wanting comprehensive retirement income planning
Service area: Henderson, Nevada and surrounding areas
Fiduciary Standard: Operates under fiduciary obligation, legally required to act in clients' best interests rather than earning commissions on products.
Retirement Income Focus: Specializes in converting accumulated savings into reliable monthly income streams for retirees, addressing the specific challenge of sustainable retirement spending.
Tax Strategy Integration: Incorporates tax optimization into planning to help clients minimize IRS obligations and preserve more of their wealth.
Address: 1489 W Warm Springs Rd # 110, Henderson, NV 89014
Phone: (702) 420-2554
Website: sgretire.com
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