Comprehensive Financial Advisory Services Tailored for Your Future

Empowering Your Financial Journey with Expertise and Trust
GET STARTED TODAY CALL +626 616 7790
ABOUT SDG FINANCIAL Advisory SERVICES

SDG Financial Advisory Services specializes in offering personalized financial advice and solutions for individuals, families, and businesses. Our goal is to help you achieve financial stability and growth.

OUR SERVICES

EXPERT BUSINESS AND FINANCIAL ADVISORY SERVICES

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Financial Planning

Customized financial plans to meet your unique goals and needs. Retirement planning, college savings and major purchase planning.

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Estate Planning

Ensuring your legacy is protected and your wishes are honored. We provide advisory on wills, trusts, and beneficiary designations.

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Insurance Advisory

Protecting you and your loved ones with the right insurance solutions. We advise on life, disability, long-term care, and health insurance analysis.

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Retirement Planning

We offer personalized retirement planning, including social security and pension reviews, Traditional and Roth IRAs, Indexed Universal Life Insurance, and Fixed Indexed Annuities. Our expert advisors help maximize your retirement income, minimize taxes, and ensure a secure financial future.

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Tax Planning

Minimize your tax liabilities through effective planning. Coordinate with SDG Financial Services expert advisors who will prepare your taxes ensuring tax-efficient strategies are implemented now in your current taxes and plan for your future tax obligations in retirement. Get started today!

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Business Advisory

A business advisor can provide an objective perspective on your business. SDG Financial Services expert advisors help businesses with financial strategies for growth and stability. Business succession planning, employee benefits consulting, and cash flow management.

Schedule Your Personalized Consultation with us

Take the first step towards financial success by booking a personalized consultation with our expert advisors. We’ll work with you to create a customized plan that meets your unique goals and needs. Start your journey to financial stability and growth today!

GET STARTED TODAY

PRICING PACKAGES FOR OUR ADVISORY SERVICES

Explore our pricing packages designed to meet your specific advisory needs.

starter

Ideal for individuals and small businesses seeking foundational financial advice

5 Hours

$1,187 (5% savings)

  • Review of their most recent tax return
  • Includes one-on-one consultations
  • Financial assessment
  • Strategy development and implementation
  • Email support for follow-up questions
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GROWTH

Perfect for growing businesses needing comprehensive financial guidance

10 Hours

$2,250 (10% savings)

  • Includes everything in Starter
  • In-depth financial analysis and planning
  • Customized financial strategies and recommendations
  • Tax reduction strategies
  • Business structure analysis and implementation
  • Ongoing support and periodic check-ins
  • Email and phone support
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ADVANCED

Designed for established businesses requiring extensive financial advisory services.

20 Hours

$4,250 (20% savings)

  • Includes everything in Starter and Growth
  • Detailed financial strategy and implementation
  • Comprehensive business and financial analysis
  • Regular in-depth financial reviews and adjustments
  • Ongoing optimization
  • Retirement planning & wealth management
  • Priority email and phone support
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CUSTOM

Tailored to meet unique business or individual needs.

Flexible hours
(Contact us for pricing)

  • Customized to fit your specific requirements
  • Access to specialized financial expertise
  • Dedicated ongoing support
  • Priority email and phone support
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Why Choose SDG Financial Advisory Services

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Expertise

Experienced advisors with deep knowledge of financial markets and planning

Personalized Service

Tailored advice and strategies that fit your specific financial situation

Trust and Integrity

Committed to ethical practices and client confidentiality

get started with a free consultation

Find out how our expert advisors can help you achieve your financial goals with a complimentary consultation. Take advantage of this no-obligation opportunity to explore personalized strategies and get answers to your financial questions.

CALL +626 616 7790


TESTIMONIALS

what our clients are saying

  • “Sharon Griffin is the spice that makes SDG Consulting something truly special! Her superior proficiency in the areas of finances, taxes, non-profits, and estate planning, to name just a few of her assorted professional skills, is only matched by personal care and touch that brings calm to the most stressful and chaotic situation.”
    Pastor Julius West
  • “Lightray Solutions partnered with SDG for our business financial planning and analysis. Sharon has extensive experience in the business world and helped us identify weaknesses in our financial planning that enabled us to make adjustments to meet our long-term objectives. I am grateful to have met Sharon and refer her to our clients.“
    Edward Pinela
  • “I have reviewed my taxes and am happy to sign the necessary documents needed to process them. This year’s tax experience has been informative and inspiring. I am inspired to do a better job with my tax planning thus maximizing my income. I am also excited to learn more about other financial wellness options and how best to prepare for retirement.“
    Angelia Sanders

Schedule A FREE Consultation

Don’t leave your financial future to chance. Schedule a free consultation today
and let our experts guide you with clear, actionable strategies.

Complete the form below and our team will get back to you ASAP.