Investment Planning

SFP believes in strategic asset allocation combined with low cost, tax efficient investment strategies. Every client deserves to have customized recommendations for their particular situation overlaid on top of proven historical investment philosophies.

Investment Planning

  • Allocation Models
  • Monte Carlo Analysis
  • Withdrawal Rates
  • IRS/Roth IRA Management
  • Manager Selection
  • Tax Sensitive Allocations
  • Alternative Investments