Their father, George F. Shave Jr., spent his years working as a career life insurance agent with Metropolitan Life before setting out as in independent broker in the mid 80’s. He taught an important principal to his sons-“Work for your clients and not an insurance company”. In that spirit SFG Financial was born in 1997 as an independent agency. While raising George and David their mother, Kathleen
, earned the prestigious first-generation CFP designation, also in the mid 80’s. Shave III joined his parents company in 1987 after graduating from Monmouth University. David followed in 1990. There, working with their parents, George and David learned what was needed to put their own practice into place – knowledge and integrity. SFG was born on August 28, 1997. Since that time, SFG has tirelessly helped its client’s secure their independence. Prudent planning involving wealth accumulation strategies steeped in guarantees, as well as risk management insurance based planning has allowed existing SFG clientele avoid markets that leave clients of other firms in less advantageous financial positions. At SFG all plans are built to avoid risk. As you approach your retirement and distribution phase of life, guarantees become most important and allow SFG client’s to sleep more deeply. Both George and David have been published in leading industry trade journals as well as spoken across the country about their strategies for “safe-money” planning. SFG is committed to its clients –for the entire journey. When you do call on SFG you can look forward to coming face-to-face with your finances with complete clarity and confidence. Our team of experts has over 100 years of combined experience. With such an experienced crew, your financial ship will set a course for financial success and not be dashed on rocks when other’s will. Are you ready to climb aboard? We’re waiting! When you choose SFG Financial Services, you’re working with individuals who value long-term relationships. We believe that client relationships which evolve over time and are interpersonal yield the highest level of satisfaction for all parties involved. We understand that you’re trusting us to help you make decisions that not only affect your financial well-being, but the well-being of the people you love and care about. Our mission is to offer sound guidance that helps you make the reasoned and personal decision that’s right for you. And to serve you for the whole of your life. At SFG Financial Services, you benefit through the wisdom and service of a team approach. We aggregate our intellectual capacity to help you on your way to financial peace of mind. Whether you’re working with Tom, or George, Matt, or Devin you’ll appreciate a think tank that’s steeped in knowledge, experience and thoughtfulness.
