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At SFI we work hard to see the totality of our clients wealth. We understand wealth is not merely a measurement of financial net-worth but is a composite of one's resources consisting of time, talent and treasure. We value each equally and tailor integrated solutions to achieve the desired results our clients want and have come to expect. We identify deeply with the personal experience within life and the broader dynamics of the family wealth experience.
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The dynamics of wealth and family have changed dramatically over recent generations. We change jobs more frequently, and are faced with new questions about employee benefits; issues ranging from how to invest our retirement plan assets to the proper handling of employee stock options. College and wedding expenses have never been higher. We move more frequently, often marry more than once, have children and grandchildren much later in life and live longer than did any generation before us. For many of us, all this raises questions regarding our having enough money to retire comfortably, being able to support our family, or creating the kind of legacy for our spouses, partners, parents, children and grandchildren that we envision.
The road to success is dynamic. While planning for and reacting to life events is often more art than science, through planning we try to deal with the quantitative aspects of some possible scenarios and their consequences. Navigating competently through the life stages requires knowledge and the conscious management of your financial circumstances enables you to anticipate opportunities and prepare for contingencies. This approach should provide you alternatives when life's inevitable events, joyful, adverse or otherwise, occur.
SFI's planning services for families and individuals is designed to serve as a guide through the stages of life and the phases of wealth. Whether you work your way through this material systematically or dip into its various topics serendipitously, we believe our services will smooth your journey. If you have yet to do so please view our wealth planning experience section of our website so that you may efficiently identify the services relevant to your circumstances.
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