Wealth Management

SJHL Financial Group is an SEC Registered Investment Adviser (registration does not imply a certain level of skill or training). As a fiduciary, we are committed to putting your interest first in order to achieve your financial goals. Learn more about our Wealth Management team here.

Our services include:

Financial Planning

That depends on where you are today, where you want to be, and the probability of success based on what you’re doing today.  We have access to the industry’s leading tools to assist with planning and will work with you to build a plan that fits your needs, budget, and goals.

Portfolio Management

Our philosophy is unique: the interests of our clients are at the forefront of decision making.  We act in the best interests of our clients by using an academically based investment philosophy and creating custom portfolios to fit the individual needs of our clients.

While you invest in your future, we invest in your success.  A disciplined strategy and a committed advisor can result in a significant increase in your investment accounts over time.

Business Retirement Plans

We at SJHL Financial Group specialize in helping businesses establish retirement plan benefits for employees and owners. We strive to find the best solutions for our clients, including:

  • 401(k)
  • 403(b)
  • Defined Benefit Plans
  • Cash Balance Pension Plans
  • Non-Qualified Deferred Compensations Plans
  • Section 457 Plans
  • Solo(k) Plans
  • Simple IRA

There is a saying . . .

Failing to plan is like planning to fail. Don't let this apply to your retirement. You've worked too hard to let it happen!

Call us to get a plan started for you!

Send Us A Message!