Making your financial dreams come true starts with a plan
Without a plan, you wish for something to happen. But with an SG plan, you can make your financial dreams a reality.
Making your financial dreams come true starts with a plan
Without a plan, you wish for something to happen. That is why financial planning is the foundation for SG Insurance & Estate services. We work with you to make your financial dreams a reality.
Financial planning made easy
We know planning is complicated. That is why SG Insurance & Estate Services made it easier to plan with a one-stop shop for all your financial needs!
At SG, you get access to experts specializing in retirement, life insurance, and estate planning, so you don’t need to search far or spend hours trying to find the right people – we’ve got them right here at our office on-site, ready when needed.
Which specialist does SG have in house?
- Estate Attorneys
- Wealth Management Specialist
- Life Insurance Consultants
- CERTIFIED FINANCIAL PLANNER ™
Do our agents get paid on commission?
No. You want to have the best financial advice possible. That’s why all of our experts work commission-free. This means they’ll only recommend products or services in your best interest!
With over 50 years of experience between them, there is no task too big for these knowledgeable professionals who can craft an individualized plan to fit all circumstances.
The Planning Process
1.Discovery Meeting
During our initial discovery meeting we can get a sense of what challenges you are facing, your goals, and your dreams.
2. Meet your team
Next, it's time for us to invite the experts on board who will craft your plan following the goals you shared.
3. Implementation
Last, we implement your plan by bringing your plan and goals together in final form - voila! Your financial vision has been realized.
Financial Planning at its best!
SG’s financial planning services were recognized by the “Best of Scottsdale” in 2023. We have poured our hearts and souls into becoming one of the premier planning companies Arizona has ever seen!
Thank you all very much – your trust means everything to us, and it’s what keeps this company running strong year after year with fantastic results!
-Eric Gomez, CEO
Hear directly from our clients!
The very first encounter and every interaction that I have had with this team of professionals has been amazing. It is evident that they all work together to make sure each client receives stellar service and is kept informed about all options and interactions.
I was so impressed with this team that I also had them look at my retirement plan that they offered free of charge. I am over the moon happy that Eric was able to establish a much better plan that exceeded my expectations. New plan includes death and disability benefits and so many things that I didn't know to think about. As I plan for retirement in the next seven years I am now confident that my financial needs will be met and that my family will also be well taken care of when I am gone. And they were telling the truth that there was no fee for the financial planning!
A big shout out to Eric, Matt, Daniel, Michael, and Tiffany who all assisted me in one way or another in completing my families Living Trust and Financial Plan. I am so grateful to your team for the new found peace of mind that your services helped provide.
And also a big thank you to Will, Attorney at Law who answered all my questions and made the necessary revisions I requested not once but twice! I look forward to working with this team well into the future and will be recommending them to all my friends and colleagues.
Learn how we can help
build your dreams
Schedule your complimentary consultation today
