Working Together Our Approach is Always Putting
Your Best Interests First

Our Focus - Putting You First

Gabriel Lewit with a Client

The things that will better help our clients.

When planning your financial future, the key is to ask the right questions. Knowing what you are looking for will allow you to establish your needs so that together with us, you can create the perfect plan. At SGL Financial, we choose to be proactive in our approach to prevent any issues that may arise when guiding you through your financial future. We continually refine our methods to provide the best possible service for you.

An SGL Advisor speaking to clients

How a SGL Financial Professional or Advisor Can Help

If you’re looking to prepare for your retirement or improve your current retirement lifestyle, talk to a SGL financial professional or financial advisor today. Our professionals are well-versed in helping clients analyze their income and retirement needs, and can assist you in developing a strategy that can work for you. There are many strategies available to you, and we have the ability to access advanced financial planning software and reports. There is never a bad time to start. If you have questions, concerns or want a second opinion, we are here for your support.

Services We Provide

Retirement Planning

It’s never too soon to start planning for your
retirement. Ask how we can help you get started.

Asset Allocation

The right allocation approach is a key component of your investment strategy. What’s yours?

Investment Planning

The proper investment strategy can mean everything. Let SGL help you find the right one.

Income Planning

Without enough income, your assets could deplete much too soon. We can help avoid that.

401k Rollover Assistance

We’re experienced in helping clients rollout old 401Ks to new accounts with greater growth potential.

LTC & Medical Insurance

Not sure where to begin with LTC or medical insurance? Let us help answer your questions in detail.

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Core Values - A Different View of Wealth

We don’t view building wealth in quite the same fashion as other financial advisory firms. We believe that success is found through your unique combination of the Four Dimensions of Real Wealth, which you can learn more about below.

It’s our job as financial advisors to be your ally on your life’s financial journey. It’s our mission to help you make better, wiser, and more effective financial decisions that positively affect every aspect of your life. Are you ready to get started?

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Money & Finances

Of course, having money is important. We need it to accomplish many of our goals, hopes and dreams. It’s just important to realize that money itself is just an object. It’s just the fuel for your journey in life. We only need enough of it to accomplish what we desire.

Health & Wellbeing

With everything in life there is to experience and enjoy, without our health and wellbeing, we can’t take advantage of it. Keeping ourselves healthy, stress-free, and in shape is necessary to truly live our lives to the fullest.

Family & Friends

What would life be like without them? We need to have family and friends there to support us in our time of need. To have them to love and love us in return. To have them share and experience life with us. It’s of the utmost importance.

Meaning & Purpose

Imagine a life without meaning? Where you had no desire to better yourself, improve your life or your existence? That’s right… we can’t imagine that either. Having a sense of meaning and purpose is very important in our lives.

Are YOU Ready to Build Wealth for YOUR Life?

Take control of your finances for good!

Let's get started!

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