SFG Wealth Advisors — Fee-only financial advisor

Wellspent Discovery/Advisors/SFG Wealth Advisors

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About

Let us provide a fresh perspective on what you are doing currently at no obligation. We will review your budget, evaluate your risk tolerance, determine your time horizon, and discuss your short and long term goals. Thereafter, we can come to an agreement on which path best suits your needs going forward. Depending upon the nature of the engagement, we provide advice utilizing an ongoing advisory service arrangement, a flat-fee agreement, or hourly consulting.

Who they serve

High earners
HENRY (high earner, not rich yet)
Founders
Executives
Pre-retirees
Retirees

Services

401(k) & IRA Management
Asset Allocation
Alternative Investments
Charitable Giving
College/Education Planning
ESG/Impact Investing
Financial Advice & Coaching
Financial Planning
Insurance Planning
Insurance/Risk Management
Investment Management
Life Transition Planning
Portfolio Management
Portfolio Rebalancing
Retirement Planning
Risk Management
Social Security Planning
Tax Strategy
Wealth Management

Structured record

Name	SFG Wealth Advisors
Firm	SFG Wealth Advisors
Location	Tampa , Florida
Fee model	Percentage of Assets (AUM)
AUM	$100M - $500M
Founded	1985
Firm size	2 - 5 employees
Affiliation	Hybrid RIA/Broker-Dealer
Designations	Series 65
Investment approach	Blend of both
Website	https://www.sfgtampa.com/
LinkedIn	http://linkedin.com/in/david-zallo

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Specialties

Small business owners
Retirement planning
Sustainable & impact investing