Why choose SG?

We don’t work on commission – which means we only have our client’s best interest at heart, allowing us to focus solely on your family’s financial needs!

All your financial needs in one place

One of the most daunting aspects of finding help to plan for the future is going to many places for specialized financial advice.

That’s why we’ve gathered a team who can help with all your estate and financial planning needs and provide retirement, estate, and tax guidance!

Estate Attorney • Retirement Planners • Tax Specialist

Our 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 2022. 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

Click to view the press release

Hear directly from our clients!

Donald Drage

19:44 15 Oct 24

Carrie Carroll

18:11 18 Jul 24

Working with the professionals at SG has exceeded our expectations! My husband and I needed an estate and financial plan and SG walked us through the process. They worked hard at educating us each step of the way. We really appreciate the continued attentiveness and support. They are always there to answer any questions we may have. It has made us feel confident in our financial planning.

Lynne White

20:43 30 Apr 24

Ryan did an excellent job presenting, Michael was very personable, and Toni was a wealth of information. Thank you!

John Perrotta

19:51 25 Apr 24

Dawna DeLong

19:30 12 May 23

I could not be more impressed with this management team. I originally contacted SG Insurance and Estate Services to learn more about how to set up a Living Trust. I attended one of their comprehensive seminars in February 2023 that provided detailed information on the components of a Trust, Power of Attorney, Living Will, Advance Directive, and much more. They offer several different package options to meet your individual needs. Many of the participants that attended the same seminar were commenting how dynamic and informative this meeting was. We all kept saying the same things to each other, " wow this feels right", " honest", " authentic" and " great price for so many benefits.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