Proudly Serving Greater Houston Since 1903
We are committed to helping communities and clients secure their future and protect their loved ones.
At SFG we are committed to providing an efficient and seamless comprehensive financial planning experience. Our team of specialists provides financial clarity to a diverse group of clients while helping them reach their goals.
To be the premier comprehensive planning firm in Texas, delivering top-tier advisor support and protection-first planning.
“What would you attempt to do if you knew you could not fail?”
Our Planning Process
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee
Our Community Values
The process of listening and exchanging ideas, information, and progress. Communication occurs within teams/departments, across teams/departments, and within the firm. This process is vital to being productive and efficient.
Describes people who believe their success depends on time and effort. People with a growth mindset feel their skills and intelligence can be improved with effort and persistence. They embrace challenges, persist through obstacles, learn from criticism, and seek inspiration in others’ success.
Productivity includes following the 12-week year and being efficient with our work efforts. We will leverage the talents and strengths of our team members by working collaboratively toward accomplishing the
Being dedicated to our work and to keeping our word. Commitment encompasses our desire to serve the firm and help it achieve its objectives.
The standards of behavior and beliefs that hard work will produce positive results. At SFG, we work with integrity, honesty, discipline, accountability, and efficiency all while having fun.
Work with Financial Professionals who deeply care about your future.
Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.
High standards, responsiveness, and qualified services are the three underlying principles of work.
Our Measures of Community Value
As a General Agency of Massachusetts Mutual Life Insurance Company (Strategic Financial Group), we are backed by a mutually owned company that has helped people keep their promises, protect their families, and support their communities since 1851. Strategic Financial Group calls it Living Mutual, and it’s in their DNA. Ours too: along with Strategic Financial Group, we are committed to helping you secure your future and protect the ones you love.
1Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2022).
2Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2022).
3Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2022).
4The amount of dividends to whole life policyholders in 2022.
5Strategic Financial Group pays the premiums (12/31/2022).