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Achieving Retirement Objectives

SBG Advisory Group doesn’t cut corners or provide cookie-cutter solutions. You and your family are unique, and our firm was established to provide you with your own custom plan to help achieve your personal dreams. Our goal is to provide you with more money in retirement than you are projecting now, and to accomplish this without additional risk and less cost. We use every available strategy and tool to help achieve growth and balance for our clients.

Fundamentals of Financial Planning

Financial planning is more than receiving expert advice or focusing on investment performance. It’s about providing trusted wealth guidance. We believe the only way to create more personal wealth is by developing and implementing a comprehensive financial plan inclusive of these three things: income, taxation and investment strategies. The ultimate goal is acquiring, growing and protecting wealth to fund the desired retirement lifestyle, and passing on more wealth to heirs.

Fee-Based, Independent, Fiduciary Approach

SBG Advisory Group was founded and is run by three best friends. We are fiduciaries—which means we have a legal duty to you to always provide advice that is in your best interest—and we are completely independent of any particular company or type of investment. We take our fiduciary duty very seriously, and it is one of our points of pride that we treat you as we would a close family member at all times. As a fee-based advisory group, we only succeed when you succeed, which is exactly how we like it.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SBG Advisors are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/ or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims – paying ability of the issuing company and are not offered by Retirement Wealth Advisors.