January 2024 by Su Mac
I’ve been with SF about ten years and am very pleased. I felt that I had grown out of my tax accountant, and needed a broader view and counsel of my financial health, particularly as I approached retirement. I signed a one year contract from their menu of options. They familiarized themselves with my accounts, ran cash flows, net worth, tax projections, etc which confirmed that I was financially ready to retire. Later, they consolidated accounts, became familiar with my trust, assured that beneficiaries were all in good order, etc. My needs seem to alter each year and SF adapts well to that. They are a small firm of helpful people, but with deep expertise. If they don’t have the expertise inhouse, they source it through external partners. Tax planning and tax services are a big part of SF’s services. I have avoided both taxes and penalties with the guidance of SF. One of the things I value most are their willingness to answer life’s financial questions that arise. Several times I’ve sent an email with that question, and next thing I know I’m on a zoom call with a team of experts. Thanks SF for your help navigating. Highly recommend! If you appreciate this review, please click on 'helpful.'
