Comprehensive Financial Advisory Services Tailored for Your Future

Empowering Your Financial Journey with Expertise and Trust
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

Experienced financial advisory services: Let our Advisors guide your journey

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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

Get advisory guidance from retirement to investments. Plan for social security, pension analysis, and income strategies. We provide investment management where we manage and allocate your investments based on your risk profile.

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Tax Planning

Minimize your tax liabilities through effective planning. Coordinate with our 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.

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Business Advisory

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

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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

TESTIMONIALS

what our clients are saying

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“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
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“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
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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

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