Why Use This Tool?

We have over 25 years experience in investing, tax planning and running businesses. Chris June is a CERTIFIED FINANCIAL PLANNER™ practitioner CFP®. Glenn is a Chartered Financial Analyst CFA® and a Certified Public Accountant CPA®. Glenn’s past experience includes Tax Manager of a large regional CPA firm, Vice President of a multi-million dollar investment company, CFO of a major construction company and founder and principal of SFM, LLC. In these various roles we have managed stock and bond portfolios, prepared detailed financial plans, assisted in estate planning, prepared 100's of tax returns, bought sold and managed real estate, invested in natural gas wells, directed a pension fund, analyzed tax shelters, sold a client's business to a Fortune 500 company, and helped small business owners grow.

What can we do for you?

We can help you plan and execute a successful retirement. Many people come to us with a collection of IRA's, 401k's, savings accounts, and other investments and ask the question, "How and when can I retire with all this stuff?" Another common question we are asked is, "What's the best way to set aside money for my kid's college?" Another is, "When I retire, which account should I use for living expenses and how much am I able to take out?" These are the questions we can answer and help you implement the solutions. If you have a more complicated situation, we can usually help with those issues as well.

What does "Fee-Only" really mean?

"Fee-Only" means we do not, under any circumstances, accept commissions for selling products. This eliminates conflicts of interest and allows us to select the best investments for you with very low transaction costs. We disclose all fees up front.

Am I the right type of client for SFM?

Our philosophy at SFM is to help everyone who contacts us. Our clients run the gamut from an 85 year old widow living in an assisted living facility to a 28 year old software consultant trying to be smart early. Our typical client is middle aged and starting to consider retirement. We manage portfolios from $125,000 to several million dollars. Our fee structure is very competitive.

If we sound like the type of advisor you'd like to work with, please feel free to email me at cjune@sfmllc.net or give me a call at (603) 625-8400 to set up a free consultation. For more info, please visit our website at www.sfmllc.net.