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SFG Tax Advisors
SFG Tax Advisors is a firm that specializes in Federal Employee Benefits, Social Security, Tax, and Retirement Income Planning.
With our office in Raleigh, it’s our passion to give our clients 1-on-1 consultations pro bono devising a specific Retirement plan for your situation.
Our Federal Employee and Social Security Educational workshops provide a great learning experience for our clients, which sets us apart from our competition. We encourage you to attend one of our educational workshops near you, so you can be well equipped to make sound financial decisions going into Retirement.
FEDERAL BENEFITS PLANNING
TRADITIONAL & ROTH IRA'S
SOCIAL SECURITY PLANNING
TSP/401K ROLL OVERS
Our firm's Core Values are Integrity, Honesty, Commitment to Innovation, and a Commitment to Excellence. When we do our individual consultations our advisors take a creative approach to Retirement Planning, taking into consideration all the external factors that go into a custom financial plan.
We are serious in our work and take pride in helping each of our clients minimize market volatility while customizing safe growth strategies for them. Most importantly we enjoy taking the complexity out of a complex situation and simplifying your retirement with a game-plan ready for execution.