Services 2017-05-09T17:02:51+00:00

Services

Who We Serve

Are you looking to reach your wealth and investment goals? From individuals, business owners, businesses and other select enterprises, SSF Financial Advisers helps clients maximize their wealth and approach their financial future with confidence.

Individuals: high net worth individuals with at least $500,000 of investable assets

Business Owners or their Business: privately-held or family business owners with at least $500,000 of investable assets

Select Enterprises: Foundations, non-profits, employee benefit plans and endowments with at least $500,000 of investable assets

 

What We Do

Whether you’re planning for your family’s future, looking to expand your company’s investment portfolio, or managing the success of an employee benefit plan, SSFFA is here to help you define and successfully reach your goals.

  • Financial review
  • Risk analysis
  • Investment planning
  • Tax considerations
  • Life planning
  • Trusted referral network