Your Trusted Partner in Building Financial Freedom

At SFP, we’re dedicated fiduciaries with a mission to help individuals and families reach their financial goals and secure a confident future. From debt elimination and income protection to smart investing, tax strategies, and homeownership planning—we ensure you're making the most of every opportunity available to you.

With a passion for holistic financial planning and a personalized approach, we create strategies tailored to your unique needs. Our integrated services include expert mortgage planning that aligns your home financing with your long-term wealth goals—whether you're buying a home, refinancing, or leveraging equity for growth.

We build lasting relationships based on trust, transparency, and exceptional service. Whether you're planning for retirement, protecting your income, funding education, managing investments, rolling over a 401(k), or finding the right mortgage solution—SFP is here to guide you every step of the way.