Have a question? Have a few? We understand. Financial planning can be an intimidating process, and different companies offer different services. Below we answer your frequently asked questions.
We’ve compiled a few of the questions we hear the most; click on any button below for answers you might need. Most importantly, don’t hesitate to ask us if there are any questions you have that you don’t see here. It is easy to put off your financial planning, but not only do we think the process will give you peace of mind, it’s also empowering.
You have to start somewhere
At SFA, we know that everyone’s financial journey must start somewhere, and it would be foolish to underestimate where someone’s wealth may end up. Many fiduciaries have minimum balance requirements, but we do not, although some portfolios have minimum investments in order to be fully diverse. Do not feel intimidated; we are happy to meet with you, no matter if you’re just starting out or if you’re well on your way.
We have been in the industry for decades, and have managed over a billion dollars in global portfolios. Rest assured that we are comfortable with large, complicated investments.
No long-term contract required
We work as hard as we can to keep you happy while you’re a client, but you will never be in any long-term contracts with us.
Knowledgeable and trustworthy
Our client relationships work because we are knowledgeable and trustworthy and treat each and every client with respect. If you decide to terminate the relationship, rest assured that there will not be back-end fees, surrender charges or any cost to you of any type. We aim for full transparency.
