At SG Long Financial, we work with individuals, businesses, not-for-profit organizations, trusts, foundations, endowments, corporations, municipalities, and other entities to assist them with their financial management needs. Our advisors utilize their experience and focus on your unique phase of life and how your financial outlook reflects that phase.
Early Career
You are just beginning on your professional journey. This is often the best time to begin saving for retirement. Your time horizon is long term and your investment and money management can be more focused for long-term gains. We offer investment services, stocks, bonds, mutual funds, retirement planning, and more depending on your needs.
Building a Family
Your life is changing in exciting ways. Now, your responsibilities are shifting as more people are growing to rely on you. Be prepared and secure your financial future to protect those you care about. We can help you manage your finances, save for college, get health and life insurance, and adjust your investment strategies to match your needs.
Pre-Retirement
You are working hard and retirement is just across the horizon. Now is the time to double check that all of the time and money you’ve invested in your retirement is working efficiently to deliver the retirement you deserve. Your focus should be on stability. If you’ve changed jobs, we can help evaluate your options and rollover your 401(k)s into one account. We can work with you to develop a plan and help you stay on track and support you throughout your retirement. While you look towards your retirement, investing in long-term care insurance could provide you with the support you might need later on in life. Your financial needs are changing and you are learning how to replace your earned income with your investments or other income.
Retirement
You’ve worked hard to create the retirement of your dreams. While you are living to the fullest, you may start to consider your financial legacy. We can help you with estate and trust planning so you have full control over the distribution of your assets after you pass. You can make a donation to the charitable cause of your choosing, leave a gift to a loved one, or do anything else you deem worthy of your savings.
Our Advisors Are Ready To Meet You
With over 100 years of collective experience, we have assisted individuals and entities with unique situations and needs that other financial service firms may not be able to accommodate due to their size or lack of flexibility. Our advisors are focused on meeting you at your phase of life to deliver the optimal service you deserve.
If you’d like to learn more about our different investment methodologies, explore our Methodologies page to educate yourself about what we can offer you.