SGL Financial

Name: SGL Financial
Address: 1130 W Lake Cook Rd, Buffalo Grove, Illinois, United States
Telephone: 847-499-3330

Build wealth, preserve it, and live your life with financial freedom.

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SGL Financial SGL Financial

Buffalo Grove, IL

Serving Clients Nationwide

Build wealth, preserve it, and live your life with financial freedom.

847-499-3330

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About SGL Financial

At SGL Financial, we understand you need someone you can trust to help manage your wealth, prepare for the future, and to ensure your money lasts throughout your retirement years. As Fiduciaries, our advisors are always acting in your best interest and putting your needs first. Through our unique and comprehensive 4-Pillar Planning Process, we’ll help you achieve the financial future and picture-perfect retirement you’ve always dreamed of.

Comprehensive wealth management goes beyond just investments. Our holistic approach provides a wide range of integrated financial services, all under one roof, and all overseen by our experienced executive leadership team including a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Public Accountant™ (CPA®), a Certified Estate Planner™ (CEP®), and more.

While other advisory firms focus on investment management, that’s only one piece of the puzzle at SGL Financial. We take a 360-degree holistic view of your financial and retirement planning, providing the financial planning expertise and ongoing guidance you need, all under one roof.

- Comprehensive Wealth Management
- Financial Planning
- Retirement Planning
- Investment Management
- Income Planning
- Tax Preparation
- Tax Planning
- Insurance Planning
- Healthcare Planning
- Estate and Legacy Planning
- Business Planning

At SGL Financial, our client relationships mean everything to us. Your success is our all-consuming focus. Your concerns are our concerns. Your celebrations are our celebrations!

When we work together, we truly partner with you for a lifetime of financial guidance, planning, and service. Each member of our team is committed to delivering you the best, always.

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