Approach
The techniques and tools of comprehensive financial planning and asset allocation are utilized to assist clients to manage financial resources and achieve desired objectives with emphasis on:
- Risk Management (insurance and protection)
- Investment Management
- Retirement Planning
- Estate Planning
- Business Consulting
Products and Programs
Sphinx Financial Group offers a wide selection of insurance and investment products and programs including:
- Comprehensive Financial Planning
- Asset Allocation
- Insurance
- Employee Benefits
- Executive Benefits
- Annuities
- Mutual Funds
- Stock and Bonds
- Portfolio Management
- Trust Management and Services
