Getting Started

Are you ready to get started?

1. Call to schedule an appointment today at 813-251-9095 or email for more information. 

2. Click here to print our Profile book and bring with you to the first initial meeting.  SFG Wealth Advisors-Financial-Profile-Book

3. Gather your important documents to bring to the first initial meeting.


The following documents will be needed for the purpose of study and analysis to prepare a personal plan for you.  It is understood that this material will be treated confidentially and returned when the planning process is completed, or earlier if requested.

  • Confidential Personal & Financial Profile
  • Payroll Stubs
  • Income Tax Returns for the Previous Two Years
  • Bank & Money Market Statements
  • Investment Statements (most recent)
    • Mutual Funds
    • Common Stocks
    • Bonds
    • Annuities
  • Employee Benefits Statements
    • 401(k), 403(b), PSP, MPPP
    • Company  Stock / Option
  • Employee Benefits Information
    • Available Investment Options
    • Vesting
    • Allocation %
    • Bonus Plan
  • Insurance Statements
    • Life
    • Health
    • Major Medical
    • Disability
    • Long-Term Care
  • Wills
  • Trust Documentation
  • Business Documentation
  • Social Security Benefit Statements