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Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Welcome to

SFS Wealth Management

Here at SFS Wealth Management we understand that those actively working towards their financial goals face important financial and life decisions about their future. Our goal is to understand what they want in life and to help them achieve their retirement dreams. We believe in being a source of information for our clients and guiding them through their financial journey.

We welcome you to our site and if you have any questions please feel free to contact us.                                                                            



This communication is strictly intended for individuals residing in the state(s) of AL, AR, AZ, CA, CO, FL, HI, IA, IL, IN, KY, MA, MD, MI, MS, NC, OH, OK, PA, TN, TX, and WA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

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Universal Life Insurance

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Use this calculator to compare the future value of investments with different tax consequences.

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How do the markets usually react to elections? Was the 2016 election any different?

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You’ve made investments your whole life. Work with us to help make the most of them.

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