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Testimonials

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Client Stories

“They truly care about their clients.”
From the very beginning, the SFG team has been attentive, knowledgeable, and committed to helping me navigate my financial goals.
Lydia G.
“Remembered the details that mattered to me.”
Rick remembered not just my name — but the details that mattered to me.
Marisela R.
“Proud to call him advisor and friend.”
Rick Scheeler has been my advisor since the early 2000s. His integrity and compassion are unmatched.
Olden W.
“Our financial story was truly being told.”
Unique strategies like donor-advised funds and real estate helped us feel like our story was finally being told.
John & Cathy H.
“SFG allows me to be at ease.”
Their personal attention gives me full confidence as I prepare for retirement.
Gregory B.
“Committed to serving your financial needs.”
A high-performing team offering customized solutions tailored to your goals.
George M.
“Great follow-through, credible.”
Don C.
“It’s about purpose.”
Scheeler understands generational impact and walks with clients through every season.
Carl S.
“Checking all the boxes.”
Jay W.
“They care about your dreams.”
Their values and flexibility help turn dreams into actionable financial goals.
Gustavo L.
“Highly recommend Rick and team.”
Deidra F.
“Always felt cared for and respected.”
Rick's compassion extends beyond clients to the broader community.
Dr. Angela A.
“Authentic relationships.”
The team consistently demonstrates friendliness, responsiveness, and exceptional service.
Ryan L.
“Always made me feel valued.”
They keep me informed of all transactions and treat me as more than just a customer.
Philip W.
“Always felt supported and thankful.”
Their proactive approach and new strategies show deep commitment to client success.
Nandkumar K.

*These testimonials are from current clients. No compensation was paid for these testimonials. These clients have no material conflicts of interest. These statements are not necessarily representative of the experience or views of other clients and are not guarantees of performance or success. 

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