We are a financial services firm specializing in financial, estate, and investment planning. SGM has offices in Vandalia and Beavercreek, Ohio.

Our services include: * Wealth and Preservation Strategies * Personal and Business Financial Planning * Fee Based Investment and Portfolio Management * Estate Planning * Income Replacement * Retirement and Pension Planning * Investment Priority Planning * Employee Benefits Analysis * Insurance Planning and Risk Management. As independent advisors, we are committed to providing unbiased financial advice, product recommendations and strategies to help accomplish your financ...

Our services include: * Wealth and Preservation Strategies * Personal and Business Financial Planning * Fee Based Investment and Portfolio Management * Estate Planning * Income Replacement * Retirement and Pension Planning * Investment Priority Planning * Employee Benefits Analysis * Insurance Planning and Risk Management. As independent advisors, we are committed to providing unbiased financial advice, product recommendations and strategies to help accomplish your financial services needs.