Contact SFA Wealth Management
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Office Address
4019 Luke Court, Suite B
Murfreesboro, TN 37128
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Frequently Asked Questions
Who would benefit from a meeting?
Anyone looking for an evaluation of their current financial situation to ensure you are in the best possible position. Anyone with an IRA, 401K, TSP, or any other investment account who would like to fully understand what they own and how it works, and to help determine if it’s the best thing for you.
Is SFA limited to specific investment companies or products?
No. We are an independent firm and wholly believe that each investor is unique and no single investment company or product is right for everyone. We have access to a variety of investment companies and choices so our clients can get the most personalized plan for their situation.
Is there a charge for an initial visit?
There is absolutely no charge or obligation. Our first visit is designed to get to know you and answer your questions, give you ample information to decide if we can help you and if we’d like to meet again at the end of the meeting.
Is there a minimum to work with you?
Our strategies work best for clients with at least $250,000, however we are always willing to meet and see if you can benefit from our services.
How do I schedule a time to visit with a SFA Advisor?
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
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Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. SFA and BCM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
SFA Wealth Management & Senior Financial Advisors is not affiliated with or endorsed by the Social Security Administration or any other government agency.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.
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