Services

Comprehensive Financial Planning
Steward your finances well through independent financial advice. Together, we help you make healthy financial decisions to live stress free and build your wealth over time. We go in to each each area of your financial life, taking a comprehensive approach to any recommendations.  
Fee-Only Investment Management
As a Fee-Only firm, so we have no products to sell, but we also have no account minimums, so we can work with all people! We also advise on your 401(k), 403(b), and other outside accounts to create a custom investment portfolio for you. Let us do the research, implementation, and rebalancing in tax-efficient ways.
We work locally or virtually with our clients, ​making it convenient and easy to join in the planning process wherever you are!

Confidence in Your Financial Future

A Comprehensive Approach

Cash Flow & Goal Planning
Savings Allocation
Budgeting
Debt Strategies
Student Loan Analysis​
Retirement Planning
Withdraw Strategies
Retirement Investment Vehicles
Pension Analysis
When can I Afford to Retire?
Tax Planning
Tax Projections
Advice on Tax Efficiency
​Reducing Tax Burdens
​Tax Return Review
Investment Management
Custom Portfolio Recommendations
401(k) / 403(b) Advice
Investment Location Strategies
Unbiased Investment Advice
Insurance Analysis
Life Insurance Needs
Disability Insurance
Health Insurance
​Long Term Care
Estate Planning
Estate Document Review
Estate Structure Review

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Unburdening Your Financial Life

Disclosures
SDG FINANCIAL PLANNING, LLC ("SDGFP") D.B.A. Flourish Financial Planning is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SDGFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of SDGFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.