UPDATE: All live in-person events have been postponed due to COVID-19 & recent government-sanctioned closures until further notice.



  • Navigating COVID-19’s effect on Markets & record low interest rates
  • How your tax return will be affected & what future issues may affect you
  • What to do if you've been offered early retirement
  • The 3 biggest threats to your retirement and how to avoid them
  • What's the most optimal way to take money from all your accounts

We provide retirement, investment, and income solutions previously only available to the ultra-affluent.

The financial world is complex and you deserve an expert guide. We create plans that assist you in building and utilizing wealth in order to arrive at the retirement for which you have so carefully prepared.

We are registered fiduciaries, bound to the highest level of ethical and financial standards. We are committed to making the choices that directly benefit our clients and we remain independent while retaining access to a wealth of financial products.

At SPG, we utilize outsourced professional advisors, all with distinct areas of expertise. This allows us to remain diligent in our pursuit to bring you the very best advice possible.

SPG has partnered with industry leading money managers to provide strategies and portfolio models that were previously only available to the ultra-affluent. Your typical broker or financial advisor may manage 500+ individual accounts, so when changes need to be made quickly, their attention typically goes to the client with the most money first. Our platform has eliminated this type of broken system to insure that the highest level of attention is given to all of our clients simultaneously.

Accredited Business Seal in PMS 7469 horiz

We firmly recognize that our clients are the channel through which we derive our own livelihood. For this reason, our clients receive our highest level of attention, care, and gratitude. We will continue to strive in order to exceed the expectations of our clients and their families.

Questions? Schedule a quick call today.

Retirement should be time spent with your loved ones, traveling and enjoying life. You shouldn’t be wasting your golden years worrying about the balance of your checking account or wondering if you’ll outlive your savings. We’ve helped thousands of families retire and we can’t wait to do the same for you. Our goal is to empower you to make sound planning decisions you need for the retirement of your dreams.