The SFI Group is an independent financial planning firm based in Winona, MN, offering comprehensive guidance and clarity to individuals seeking control over their financial matters. With over 27 years of experience, they understand the complexities of financial questions and aim to empower their clients by providing a Financial Planning Blueprint that consolidates all financial information on one dashboard, allowing for peace of mind and confidence in achieving long-term financial goals.
Through their specialized services, including investment management, retirement guidance, and financial enhancement and protection, The SFI Group works closely with clients to understand their unique financial situations and develop personalized plans. They believe in the power of teaching and coaching, using a team approach that involves partnering with attorneys and accountants to provide a clearer picture of each client's financial situation. With a commitment to integrity and professionalism, The SFI Group strives to deliver top-quality service and help clients feel glad that they have chosen to partner with them.
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