When life calls for a greater degree of guidance

While it is always prudent to have the professional guidance of a highly experienced financial team, there are specific times in life when it is absolutely essential – significant transitions such as the sale of a business, conversion of corporate stock to retirement income, or receiving a family inheritance.

If you are approaching a significant transition in your life, we’re exceptionally capable of positioning you to be well prepared.

There are complex needs that require the deeper guidance of a veteran team. At SSG Executive Advisory Group, our goal is to help you confidently move to the next phase of your life and enjoy the well-earned lifestyle you have worked so hard to achieve.

Comprehensive Planning

We develop a comprehensive plan to help mitigate risks, implement an action plan, facilitate all the necessary steps, and provide ongoing management and monitoring.

Learn more 

“Our comprehensive planning approach helps to ensure that all pertinent areas of your financial life are thoroughly addressed.”
Todd L. Sherman, CPWA®, CIMA®, AIF® Senior Vice President, Investments, Managing Director