Question 1

What does “fee-based” financial planning mean?

Accepted Answer

It means you pay for our advice and planning services directly, not through commissions on products we sell. And because your financial planning engagement is a fiduciary agreement, our advice must always be in your best interest.That allows us to stay objective and make recommendations based solely on your goals. You’ll always know what you’re paying for and why.

Question 2

How do you charge for your services?

Accepted Answer

We agree on a clear fee upfront, usually a flat or annual fee for financial planning, or a percentage of assets we manage for you. Occasionally, a product may involve commissions, and if that’s the case, we’ll always tell you upfront so you know exactly what’s fee-based and what isn’t.

Transparency is key—you’ll always understand the cost before you move forward.

Question 3

How do you choose your clients?

Accepted Answer

We look for a strong cultural fit, the right level of planning complexity, and a relationship that feels good for both sides—not a certain asset level alone. Many clients come to us because life has gotten more complex, and if we believe we can genuinely help, we’ll tell you. And if we’re not the right fit, we’ll point you to someone who is.

Question 4

What happens in the first meeting?

Accepted Answer

The first meeting is simply a conversation. We’ll talk about where you are, what’s changing, and what you want to accomplish. It’s also a chance for you to get to know us and see if we’re the right partners for you.

After the meeting, we’ll share our recommended pathway forward based on what you need. There’s no pressure to move ahead and no cost for this introductory call.

Question 5

What makes SRG different from other firms?

Accepted Answer

Clients tell us it’s the relationship. We help you make financial decisions that support your whole life. We’re also structured to last for generations, so you and your family can rely on the same team for decades to come.

Question 6

Do you work with my other professionals, like my CPA or attorney?

Accepted Answer

Yes. In fact, that’s one of the most important parts of what we do. We coordinate directly with your other advisors to make sure your financial plan, estate documents, and tax strategies all align.

Question 7

What if I already have an advisor?

Accepted Answer

That’s completely fine. Sometimes we work alongside existing advisors, and sometimes people come to us when they’re looking for a different approach. We’re happy to have an open, no-pressure conversation about what you need.

Question 8

How often do we meet or talk?

Accepted Answer

That depends on your situation and preferences. Some clients like quarterly check-ins; others prefer annual reviews with calls in between when things change. Either way, you’ll always have access to us when you need to talk.

Question 9

Will you tell me what to do with my money?

Accepted Answer

We’ll give you clear, professional recommendations, but the decisions are always yours. Our job is to help you see the options, understand the trade-offs, and feel confident about your next step.

Question 10

What if something happens to my advisor?

Accepted Answer

SRG is built for continuity. Our structure ensures that every client relationship is supported by a team, not just one person. That means your plan and your financial confidence stay intact no matter what.

Our Services

Clear guidance for life’s financial decisions. Money touches every part of life: work, family, health, time, opportunity. Our job is to make your financial life simpler, clearer, and better aligned with what matters most to you.

Map out what’s coming in, going out, and what’s next

Set goals that feel realistic and motivating

Simplify complex financial pieces into clear action steps

Build structure around big decisions like retirement or career changes

Feel informed and in control instead of overwhelmed

Make sure every part of your financial life is aligned, from taxes to estate planning

How We Work

What People Usually Ask