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At SG Financial, we help clients reach their retirement goals with personalized plans. Letโ€™s work together to make your dreams a reality.

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The New Normal Retirement

How Do I Know if a Financial Professional is the Right Fit?

Talking to your Aging Parents about Finances

Investment advisory services offered through SG Retirement Planning, LLC. Member SIPC. This email message and any files transmitted with it are for use of the individual or entity to whom it is addressed, and may contain information that is privileged and confidential. If you are not the intended recipient, any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication and are not the intended recipient, please notify the sender immediately by reply email and delete or destroy all copies of the original message and attachments. Email sent to or from SG Financial may be retained as required by law or regulation. This communication is intended to provide general information about the subject matter covered and is provided with the understanding that SG Financial is not rendering tax, legal, accounting or other professional advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, accounting or other professional obligations and requirements. SG Financial does not offer legal or tax advise to listeners via radio or social media. Individuals are encouraged to discuss financial needs and concerns privately with an appropriate professional.

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