Prepare for Your Meeting with SGF

To better utilize our time together, you will need to provide us with information and documentation so that we can better evaluate your needs. In particular, for our Financial Planning and Brokerage Clients we need to know your current financial situation, and your comfort level with different types of investments.

We have prepared customized pdf portfolio files with the individual forms needed for your particular appointment:

Financial Planning Clients please click here.

Brokerage Clients please click here

Consulting Only Clients please click here.


 If you do not have ADOBE READER, please click icon to get your free copy.

To get ADOBE READER, click here