SFG Brokerage
  • Home
  • Our Company
  • Your Team
  • Resources
    • Marketing Resources
    • Calculators
    • Fact Finders
  • License
  • EZ App
  • Home
  • Our Company
  • Your Team
  • Resources
    • Marketing Resources
    • Calculators
    • Fact Finders
  • License
  • EZ App
Search

Competitive Strategies

Here at SFG Brokerage, we have the expertise and infrastructure required to support all case types.
Business Planning 
  • ​Business Succession Planning 
  • Business Protection Planning 
  • Key Person Insurance 
  • Buy/Sell Insurance 
  • Exit Planning Strategies 
  • Worksite Voluntary Benefit Plans 

Executive Benefits Solutions 
  • Supplemental Executive Retirement Plans 
  • Group Carve-Out Plans 
  • Deferred Compensation Plans 
  • Pension Plans 
  • Executive Bonus Plans 
Estate Planning  
  • Estate Tax Projections 
  • Tax Minimization Strategies 
  • Advanced Gifting Strategies 
  • Family Business Integration 
  • Trust Planning Services 
  • Life Insurance Trusts 
  • Healthcare Proxies 
  • Will Management 

Individual Planning 
  • Retirement Planning 
  • Protection Plan Analysis 
  • Estate Planning Integration 
  • Education Planning 
  • Long Term Care Planning 
(​216) 592-7359
tfinster@massmutualbrokerage.com 
2012 West 25th Street, Suite 900
​Cleveland, OH 44113
Your Team
Resources
Contact
License
EZ App

This website is meant to provide information about products and services available to financial professionals.  It is not intended for  the general public. Neither SFG Brokerage nor its representatives provide tax or legal advice.  Consult a qualified tax or legal advisor for such advice. 
2012 ​West 25th Street, Suite 900, Cleveland, OH 44113. 216.621.5680.  CRN202606-4295799
​
                                                                                                                                                                                                                            
  • Home
  • Our Company
  • Your Team
  • Resources
    • Marketing Resources
    • Calculators
    • Fact Finders
  • License
  • EZ App