We can do this.
Saubel Financial Group is an independent, fiduciary financial planning and wealth management firm.
Your goals. Our insights.
Let’s reach new levels together.
Saubel Financial Group will give you a customized roadmap to reach your destination. Founded by one the youngest CERTIFIED FINANCIAL PLANNERS® in the nation, we bring the best of both worlds — up-to-date knowledge and a fresh perspective, combined with the commitment and staying power to be by your side for decades to come. Our goal is to guide you not only with today’s strategies, but with the vision to adapt as life, markets, and goals evolve. When you work with us, you’re building a partnership designed to last a lifetime.
Your Risk Number is similar to the speed you are comfortable driving. When you know it, we can plan your destination and how to get there.
Go from unsure to secure in 60 seconds.
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The SFG Way
At SFG, our financial planning conversations don’t start with your portfolio or your balance sheet. We start with who you are as an individual or a family and what your priorities are.
We offer:
- Comprehensive Financial Planning
- Investment Planning
- Retirement Planning
- Insurance Planning
- Estate Planning
- Long-Term Care Planning
- Small Business Planning
A fiduciary is held to the highest legal and ethical standards in the financial industry. A CFP® commits above and beyond that role. They are dedicated to your interests and peace of mind, committed to you.
Some financial advisors receive commissions from the products they sell. At SFG, we use a transparent, fair fee schedule that you see before you commit.
- No investment product commissions.
- No hidden account fees.
- No sales pitches.
Who are you? What are your priorities?
We don’t start financial planning conversations with portfolios and balance sheets. We get to know you so we can help you reach your dreams.
You deserve a customized financial plan to help you reach your dreams. Let’s figure out where to start.