Build On Trust - Focused on you

SG Financial helps families nationwide retire with confidence from our home base in Henderson, Nevada.

Our Story

The Story of SG Financial

SG Financial was founded with one mission: to help everyday families retire with clarity, confidence, and peace of mind. What began as a small, relationship-driven practice in Henderson, Nevada has grown into a trusted national firm serving clients across the country.

At the heart of our success is The Vista Process™ — our signature planning approach that brings all aspects of your financial life into focus, from income and investments to taxes, healthcare, and estate planning. We believe retirement shouldn’t feel overwhelming — it should feel like freedom.

Built on personal relationships, fiduciary care, and a deep commitment to education, SG Financial has helped hundreds of families turn uncertainty into opportunity — and their vision of retirement into a well-planned journey.

Book Feature

Build your personalized strategy

With your foundation in place, it’s time to map the journey ahead. This is where your goals, values, and financial details come together to form a clear, customized strategy—your personal Trail Map.

Instead of generic advice, we create a tailored plan that aligns with your lifestyle and vision for retirement. We chart out when and how to take income, how to reduce taxes along the way, and how your investments should evolve to support both growth and protection. We factor in future healthcare needs, long-term care costs, and how to protect what you’ve built for the people and causes you care about most.

Your Trail Map is more than numbers—it’s a living strategy, flexible enough to adjust with life’s changes, yet rooted in a plan that gives you clarity, direction, and confidence. With this map in hand, you’ll always know where you’re headed—and how to get there.

Serving Clients Nationwide from Henderson, NV

At SG Financial, we believe retirement confidence shouldn’t depend on where you live — it should depend on who’s guiding you. That’s why, while our home base is in Henderson, Nevada, our reach extends across the entire country.

Whether you’re planning from the heart of New York City or the quiet suburbs of the Midwest, our team works seamlessly with individuals and families

in all 50 states. With the power of virtual planning and secure online meetings, we bring the same personalized care, detailed strategies, and retirement expertise straight to your home — wherever that may be.

Through The Vista Process™, we take the guesswork out of retirement by creating clear, coordinated plans tailored to your income needs, tax situation, healthcare concerns, and estate goals. No matter your location, you’ll feel like we’re right beside you — because in every way that counts, we are.

Scroll to Top