Do you want to have
Confidence
in your
financial plan?
Take SG’s Financial Confidence Assessment to uncover strengths and gaps—in minutes.
“We built this tool to make financial decisions feel less overwhelming and more empowering—so you can move forward with confidence.”
-Eric Gomez, CEO
As Seen
Spot the Gaps in Your Plan with One Tool!
Many financial plans — even good ones — don’t cover key areas that can heavily impact your future security.
Tax Strategies
Without proactive tax strategies, you could lose more of your retirement income than necessary.
Market Volatility
Plans that don't account for market dips may leave you vulnerable during downturns.
Estate Planning
Missing documents or coordination issues can cause unnecessary stress for your loved ones.
Income
Without a sustainable income plan, you risk depleting your savings too soon.
Scenario Modeling
Your plan should be adaptable to major life changes allowing you a side-by-side comparison of different decisions.
Ongoing Support
Support should not stop after the plan is created. Quarterly reviews, education, and support for your family are essential.
Tax Strategies
Without proactive tax strategies, you could lose more of your retirement income than necessary.
Market Volatility
Plans that don't account for market dips may leave you vulnerable during downturns.
Estate Planning
Missing documents or coordination issues can cause unnecessary stress for your loved ones.
Income
Without a sustainable income plan, you risk depleting your savings too soon.
Scenario Modeling
Your plan should be adaptable to major life changes allowing you a side-by-side comparison of different decisions.
Ongoing Support
Support should not stop after the plan is created. Quarterly reviews, education, and support for your family are essential.
What You’ll Get from the Assessment
In just minutes, you’ll uncover insights that show where your financial plan is strong, and actionable items to help bridge any gaps.
What’s inside:
- Potential gaps you might not realize exist — like hidden tax pitfalls, incomplete estate documents, or gaps in income strategies.
- Key areas every solid financial plan should cover — so you know exactly what’s working and what needs attention.
- Your personalized Financial Confidence Score — plus scores broken down by category like taxes, investments, estate planning, and income sustainability.
- Clear action steps you can take right away — to strengthen your plan.
What You’ll Get from the Assessment
In just minutes, you’ll uncover insights that show where your financial plan is strong, and actionable items to help bridge any gaps.
What’s inside:
- Potential gaps you might not realize exist — like hidden tax pitfalls, incomplete estate documents, or gaps in income strategies.
- Key areas every solid financial plan should cover — so you know exactly what’s working and what needs attention.
- Your personalized Financial Confidence Score — plus scores broken down by category like taxes, investments, estate planning, and income sustainability.
- Clear action steps you can take right away — to strengthen your plan.
Why Arizona Families Choose SG
At SG Wealth Managers, retirement planning isn’t just about numbers—it’s about peace of mind.
Our straightforward approach transforms complex “what-ifs” into clear “what’s next” strategies, giving you confidence in every market. We focus on personalized income planning, smart tax solutions, and legacy strategies built around your life, not a template.
No hype. No guesswork. Just clarity, consistency, and results.
Your future deserves more than a plan. It deserves a promise.
Frequently Asked Questions
What exactly is in the Financial Confidence Assessment?
The Assessment covers often-overlooked but essential components of a comprehensive financial plan — including tax strategies, estate planning gaps, income withdrawal timing, and scenario modeling. It’s designed to help you spot risks and identify opportunities to strengthen your plan.
Is this just a sales pitch or do I get immediate results?
No. The assessment is a standalone resource that provides real value whether or not you work with us. You can access it immediately. If you later want help implementing your insights, we do offer a consultation — but there’s no pressure or obligation.
How do I know if my current advisor has already covered this?
Many financial plans address the basics but can miss crucial coordination areas—especially when it comes to taxes, estate documents, or adjusting for market volatility. The assessment helps you double-check these details and have better conversations with your current advisor if needed.
Do I have to meet with someone to get my assessment results?
No. You’ll get your results instantly. A copy will also be sent to your email. If you’d like to speak with one of our licensed advisors afterward, you’ll have that option, but it’s entirely up to you.
Who is SG Wealth Managers?
We’re a fiduciary-based firm that is going on 6 years of helping families in the valley. Our advisors are licensed professionals paid by salary, not commissions. That means our only priority is doing what’s best for you, not selling products.
What happens after I take the assessment?
You will be able to use the quiz immediately and get your results right after you submit it.If you decide you’d like support in closing any gaps in your plan, you’ll also have the chance to book a virtual or in-person review but it is not required. We will never sell your information.
Get Your Financial Confidence Results
We’ll personalize your checklist results with just a few quick details — so you get insights you can actually use.
Retirement advisory services offered through SG Wealth Managers, LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Services provided only where SG is registered or exempt. Information provided is educational; not an offer to buy or sell any security. Fee-only fiduciary—no commissions. Past performance is not indicative of future results.
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