A comprehensive, holistic approach is the best way, and the only way, Sgroi Financial will start the process to serve you and your family.
From our not cost, 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.
Your no cost 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.
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 extensive source of financial products to best serve you and your family.
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.
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