At SGC Financial we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.



SGC Wealth Management System



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Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

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Market Watch