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Financial Services


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