Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.
At SGC Financial we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.
We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, were committed to helping you accomplish your long-term financial objectives.
Information in this section is not to be considered a recommendation or an offer to purchase any product.
Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites. SGC Wealth Management System
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
This calculator is designed to help you clarify your comfort level with investment risk.
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Searching for Your Ideal Risk Tolerance
Many people base their ideas about risk tolerance on subjective standards their feelings without considering whether their personal circumstances would either exaggerate or mitigate the risk inherent in a particular investment.
Are Higher Taxes Ahead?
Evidence is mounting that high-income taxpayers will face higher taxes in the near future. Sweeping tax reforms enacted in 2001 and 2003 are set to expire at the end of 2010, which means many Americans could face higher taxes starting in 2011.
The Benefits of Social Security
Take this quiz to assess how much you know about Social Security benefits.
HOT TOPIC: What You Don't Know About Life Insurance
The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.
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Compare quote information for multiple companies
Real-time charts, trend lines, and over 15 technical indicators
Track news, trends, and influences for your holdings
SGC Financial and Insurance Services is independently owned and operated.
SGC Financial and Insurance Services , 3 Waters Park Dr., Suite 115, San Mateo, CA, 94403 (800) 350-4500
Independent Insurance Agency San Diego, Insurance Consultant San Diego, Personal Insurance San Diego, Business Insurance San Diego, Auto Insurance San Diego, Life Insurance San Diego, Umbrella Insurance
Jim and Lorraine Conaway established C&C Wealth Strategies in 1996 to plan for better futures. Our company provides wealth preservation strategies encompassing financial planning, tax strategy.