Our Mission is to help you build wealth, preserve it, and live your life with financial freedom.

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SGL Advisors are highly experienced in helping
individuals of all ages & stages.

Which category best defines you?

Early Career or
College Graduate
New College
Graduate
It’s never too soon to start a savings plan for the future or to pay off your debt. Let’s get started today.

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Established
Career
Established
Career
With a career that is in full swing, it can be easy to ignore your finances. Let’s build your wealth together.

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Nearing your
Retirement Date
Nearing your
Retirement Date
If your retirement date is just ahead, you’ll want to ready your finances. We’re here to guide you.

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Planning Family
or Raising Kids
Planning Family
or Rasing Kids
You’ve got life changes, increased expenses and college years ahead. We can help you manage it all.

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Planning Your
Retirement
Planning Your
Retirement
Retirement may feel far away, but it comes fast. We’ll help ensure your retirement plan is on track.

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In
Retirement
In
Retirement
Congratulations on Retiring! Now your money needs to last your lifetime. We’ll help ensure it does.

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Or, do you need specialized services?

We have the right team to support you

Business Owners /
Entrepreneurs
If you’re running your own business, you need specialized advice. As successful business owners ourselves, we talk the talk.
Doctors &
Healthcare Professionals
Your schedule is jam-packed, and time is in short supply. We’ll give you the advice you need on a schedule that works for you.
Teachers &
Educators
Navigating the world of 403(b)’s alongside your personal finances can be complex. We can help you learn and understand it all.
Federal
Employees
As a federal employee, you have access to some great – yet very complicated – federal benefits. We’ll help guide you through them.
Steve and Gabriel Lewit

A Very Warm Welcome From Our Founders

Thanks so much for stopping by the SGL Financial website. Each of our advisors and every member of our team is dedicated to giving you world-class client service and an exceptional experience working with us. We hope to meet you soon to help you build wealth for your life!

Steve Lewit
Gabriel Lewit

Meet The Whole Team

Why Choose Us?

Learn why it makes sense for you to trust SGL to help you with your finances

  1. We are focused on you 100%
  2. We are fiduciaries
  3. We are holistic
  4. We are a one-stop-shop
  5. We are fee transparent
  6. We appreciate our clients
  7. We become your personal CFO
  8. We deliver experience & value

Take control of
your wealth today.

Get a copy of Co-Founder Steve Lewit’s critically-acclaimed book, The Perpetual Retirement Income Machine.

Discover the method to creating a machine that gives you a never-ending stream of retirement income.

Get the FREE eBook Now!

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