Our Process

We are a trust based and family-focused wealth management firm, meaning we believe that an authentic and genuine life-long relationship begins on a solid foundation of truth and honesty. Our clients are like family to us, and we are selective about whom we accept into our client family. The process of becoming a client of ours involves a few unique steps designed to meet your goals, decide if there is a good fit and monitor your progress!

Income Planning

Helping clients navigate retirement and other life transitions with personalized strategies for managing assets, growing wealth, and generating reliable income streams through a tax-efficient approach.

Given heightened volatility and uncertainty in today’s markets, having a comprehensive approach and the tools to deliver the information is the key to success.

Investment Planning

Stocks are stocks; bonds are bonds. While they are all a piece of the retirement puzzle, they are just that, a puzzle.

At SFA Wealth, we set our clients up for success by using comprehensive strategies, including our unique “Core Satellite,” to ensure all pieces of the puzzle fit together with ongoing monitoring and adjustments.

Tax Planning

Taxes are the biggest drawer in your financial toolbox, so we view every financial decision through a tax lens.

Our effective strategies can help minimize tax liability and ensure you keep more of your hard-earned savings during your retirement years.

Social Security Maximization / Health Care Planning

At SFA Wealth, our approach to social security maximization takes into account various factors, such as your ideal retirement timeline, income streams, and taxable implications.

Where you pull your income from is as important as when, and at SFA Wealth; we utilize software to maximize benefits with as little tax burden as possible. We’ll also review your Medicare and long-term care to ensure the best price and coverage in today’s market.

Legacy / Estate Planning

At SFA Wealth, we understand that estate planning is more than just creating a will. It’s about ensuring that your assets are protected, your wishes are fulfilled, and your loved ones are provided for after you’re gone.

Our advisors work closely with you to develop a comprehensive estate plan tailored to your unique needs and goals. Our goal is to help you achieve peace of mind knowing that your family’s financial future is secure.

Contact Us Today!

(615) 216-1048

4019 Luke Court, Suite B

Murfreesboro, TN 37128

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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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