Financial Planning

A key element to building and preserving wealth is planning. 

Seth Gordon, CVA, CM&AA  |  Email  |  LinkedIn

SGA provides one-on-one guidance to clients who seek to manage risk, improve performance and ensure growth and longevity with their wealth. For generations, we have supported clients in the creation and realization of their financial goals.

We can help you:

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, budgeting, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
  • Protect your family in the case of disability or major accident by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs; as well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Please contact Seth to learn more about SGA's financial planning services.

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