Services
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.
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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.
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Our team of tax advisors are able to connect the tax-wise strategies in your financial plans to the reporting and filing of your taxes. With much of your financial information already documented through the financial planning or investment management services, the hope is this will help save you time and make sure you don't miss anything when preparing your return!
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We work locally or virtually with our clients, making it convenient and easy to join in the planning process wherever you are!
A Comprehensive Approach
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Breathe Easy.
A Life Free from Financial Stress Awaits.
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SDG Financial Planning, LLC (“SDGFP”) doing business as Flourish Financial Planning is a registered investment advisor offering advisory services in the State[s] of [State(s) of Registration] and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, SDG Financial Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. SDGFP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall SDGFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if SDGFP or a SDGFP authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
SDG Financial Planning, LLC (“SDGFP”) doing business as Flourish Financial Planning is a registered investment advisor offering advisory services in the State[s] of [State(s) of Registration] and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, SDG Financial Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. SDGFP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall SDGFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if SDGFP or a SDGFP authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.