Since 1991, we’ve provided Strategic Guidance for Life, empowering individuals and businesses to achieve financial clarity and lasting success. Let us help you navigate life’s complexities and create a secure financial future tailored to your unique goals.
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With 150+ years of combined experience, our team specializes in everything from financial planning to business exit strategies.
Our clients benefit from an entire team of advisors dedicated to their unique goals.
Guided by integrity, competence, and continuity, we build lifelong partnerships based on trust and results.
Chief Investment Officer
Senior Financial Advisor
Managing Partner/Financial Planner
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Client Relationship Manager
LPL Registered Client Assistant
Client Relationship Manager
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Managing Partner/Financial Planner
Client Relationship Manager
Financial Advisor
The 401(k) team at SGL is committed to helping every participant, which is why we provide complimentary personal planning to anyone who needs it. Simply answer the questions below, and an SGL Advisor will get back to you shortly with your quick one-page retirement report.
The aim of this report is to address the fundamental question, “Am I adequately saving to replace my income in retirement?” For many individuals, the answer is “no” and the solution to this issue looks different for everyone.
This is why, subsequent to sending you the report, our advisors are always happy to have a brief phone call or virtual session via Zoom to discuss the results and to explore better strategies available to you for retirement savings.
So, the crucial question remains, “Are you saving enough?” Simply answer the questions below to find out.
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Managing Partner/Financial Planner
Local Clients Served
Years in Gainesville, GA
Years of Combined Experience
