Plan

Acomprehensive, holistic approach is the best way, and the only way, Sgroi Financial will start the process to serve you and your family.

From our free, initial consultation to our ongoing monitoring of your finances, Sgroi is here to help you plan every stage of your future. Contact us if you’re ready to begin.

01

First
Meeting

Find out what to bring.

Your free initial consultation will typically be about an hour and a half. Your Financial Planner will inquire about all of your assets, debts, goals, concerns and immediate needs.

Taking the time to learn everything about your goals and current financial situation is vital before making any financial recommendations.

02

Individual
Analysis

Our research team will analyze your current situation and tailor a customized plan to help you reach your goals. As a result of Sgroi Financial’s independent status, we have an unlimited source of financial products to best serve you and your family.

03

Presentation
Meeting

Shortly after the initial meeting we will have you return to present our comprehensive assessment as well as our strategy and process to move forward. These are recommendations that you can decide and/or change to fit what is most comfortable for you.

04

Adopt
& Monitor

As a client we will continue to monitor and update your financial plan as needed. From us you can expect a team effort in:

  • Yearly consultation and reviews
  • Online, secure access to all of your Sgroi Financial accounts
  • Unlimited on demand follow up meetings
  • Unlimited phone calls and emails
  • A Sgroi Financial Newsletter subscription
  • Ongoing Risk Tolerance Analysis
  • Retirement Cash Flow Simulation
  • Quarterly Performance Report

From our free, initial consultation to our ongoing monitoring of your finances, Sgroi is here to help you plan every stage of your future. Contact us if you’re ready to begin.

01

First
Meeting

Find out what to bring.

Your free initial consultation will typically be about an hour and a half. Your Financial Planner will inquire about all of your assets, debts, goals, concerns and immediate needs.

Taking the time to learn everything about your goals and current financial situation is vital before making any financial recommendations.

02

Individual
Analysis

Our research team will analyze your current situation and tailor a customized plan to help you reach your goals. As a result of Sgroi Financial’s independent status, we have an unlimited source of financial products to best serve you and your family.

03

Presentation
Meeting

Shortly after the initial meeting we will have you return to present our comprehensive assessment as well as our strategy and process to move forward. These are recommendations that you can decide and/or change to fit what is most comfortable for you.

04

Adopt
& Monitor

As a client we will continue to monitor and update your financial plan as needed. From us you can expect a team effort in:

  • Yearly consultation and reviews
  • Online, secure access to all of your Sgroi Financial accounts
  • Unlimited on demand follow up meetings
  • Unlimited phone calls and emails
  • A Sgroi Financial Newsletter subscription
  • Ongoing Risk Tolerance Analysis
  • Retirement Cash Flow Simulation
  • Quarterly Performance Report

From our free, initial consultation to our ongoing monitoring of your finances, Sgroi is here to help you plan every stage of your future. Contact us if you’re ready to begin.

01

First
Meeting

Find out what to bring.

Your free initial consultation will typically be about an hour and a half. Your Financial Planner will inquire about all of your assets, debts, goals, concerns and immediate needs.

Taking the time to learn everything about your goals and current financial situation is vital before making any financial recommendations.

02

Individual
Analysis

Our research team will analyze your current situation and tailor a customized plan to help you reach your goals. As a result of Sgroi Financial’s independent status, we have an unlimited source of financial products to best serve you and your family.

03

Presentation
Meeting

Shortly after the initial meeting we will have you return to present our comprehensive assessment as well as our strategy and process to move forward. These are recommendations that you can decide and/or change to fit what is most comfortable for you.

04

Adopt
& Monitor

As a client we will continue to monitor and update your financial plan as needed. From us you can expect a team effort in:

  • Yearly consultation and reviews
  • Online, secure access to all of your Sgroi Financial accounts
  • Unlimited on demand follow up meetings
  • Unlimited phone calls and emails
  • A Sgroi Financial Newsletter subscription
  • Ongoing Risk Tolerance Analysis
  • Retirement Cash Flow Simulation
  • Quarterly Performance Report

• GET TO KNOW US •

Check out the background of our investment professionals on: BrokerCheck

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA