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We are a regional/local financial services firm with locations in Kokomo, Anderson & Muncie Indiana. SFG is independently owned and operated.

Established in 1983 we offer investment management as well as comprehensive analysis, design and implementation of pension and Personal financial plans.

Our clients include individuals, corporations and trusts.

SFG is a "hands on" advisor that encourages our clients to come in frequently for reviews. We believe that the more knowledge our clients have the more likely that they will reach their financial goals, yet we realize that even the most knowledgeable client still needs guidance through the myriad of ever-changing investment alternatives, tax laws, and effective planning techniques. SFG will provide that guidance today and in the years to come.

Count on simple, straightforward advice -- and reliable service.

Analysis:	We learn about you and your goals.
Design:	We design a program that works for you.
Implementation:	We deliver the benefit.
On-Going Support:	Annual reviews with our clients are encouraged. This review process will help your plan be flexible, current, effective and easy to understand.
Administration:	We process all the paperwork at one location.