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SGB Wealth Strategies

Every chapter of your life is important. 

Let us help you plan them all.

SGB Wealth Strategies can help you make that happen. Wealth strategy means having access to the services that make the most of your money - whether you're just starting out, or you need management and planning for a sizeable estate, we can help.

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Services

Individual Retirement Accounts & Retirement Plans
SGB Wealth Strategies can act as the custodian for your IRA and assist you in reaching your retirement goals. IRAs offer the potential for tax-deferred, compounded earnings growth, and our professionals have the expertise to explain the choice between a regular IRA or a Roth IRA and the details concerning contributions and withdrawals. We also will offer you a wide array of investment choices, including mutual funds, stocks and bonds. Even if you're already contributing to your employer-sponsored plan at work, consider an IRA as an additional way to save, building potentially tax-free savings in addition to your employer-sponsored plan.

Retirement Plans
The option to establish a business retirement plan is available to any type of business and will help attract and retain quality employees. Establishing an employee benefit plan should be part of the business planning process, yet effectively managing it can be an overwhelming task for management. SGB Wealth Strategies can relieve much of the burden a plan places on you and your business. We are a comprehensive plan service provider and can assist you in evaluating your needs, and the needs of your employees in an efficient, effective, and professional manner. We offer many types of employee benefit plans such as Simple plans, SEP plans, 401(k) plans, and Defined Contribution plans. Also we have the expertise to manage, to any degree you desire, a plan that fits the needs of your business.

To learn more about IRAs, or retirement plan services for your business, call us at (229) 873-3800, contact us, or stop in for a visit at the SGB Wealth Strategies Trust and Brokerage office located at 25 Second Avenue Southwest, Moultrie, Georgia.

Estate Planning & Trust Services

One of the most responsible things you can do for your loved ones is plan for the transfer of your estate.

By prioritizing long-term financial objectives and developing a strategy for passing wealth to your heirs and beneficiaries, you can avoid the confusion and significant tax consequences that occur without proper planning.

Even if you have a will, you may need to consider establishing a trust as the foundation of your estate plan. If you're a business owner, it is even more critical for you to establish clear succession plans and methods for funding those plans.

Trust Services
At SGB Wealth Strategies, our trust advisors have the experience and expertise to provide the guidance you need in making significant financial decisions.

Because establishing a trust is a highly personal process, we will first work with you to determine what your objectives are and the type of trust that suits your needs. Then we will help you bring together the legal guidance and accounting professionals necessary to develop the proper plan for you. Our trust advisors work with you every step of the way, ensuring your distinct needs are met.

To learn more about estate planning, types of trusts, and the trust services we offer, call us at (229) 873-3800, contact us, or stop in for a visit at the SGB Wealth Strategies office located at 25 Second Avenue Southwest, Moultrie, Georgia.

Resources

Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC., member FINRA / SIPC, an independent broker/dealer and are not insured by FDIC, any other governmental agency or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. SGB is independent of Raymond James Financial Services. This site is published for residents of the United States only. Raymond James Financial Advisers may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Consult your local Raymond James office for information and availability.