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What To Expect At Our Initial Meeting

At SFG Financial Services, our process is thoughtful.

Plans and recommendations evolve over time, only after we’ve taken the time to get to know you and have a clear understanding of your unique circumstances and desires. Unlike many advisors who seek immediate financial transactions, the principals at SFG Financial Services are more interested in developing a relationship with you, to go the distance of your lifespan.

If you’d like to arrange a time to meet with us, please take a moment and complete the form below, or simply call our offices.

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