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SFG Client Dashboard


  • December is a short month for getting RMDs and other financial changes done. Please reach out to us as soon as possible to help ensure we are able to take care of your project before year's end.

Upcoming Events

  • December 20th (10am) // December Coffee Chat: More information to come!

Anthony’s Thursday Thoughts

For this week’s video, Anthony talks about the consumer sentiment survey, which is a major economic indicator, and why it can be currently classified as a “bright spot” in regard to the economy and the market.

Check out our YouTube channel for more content!

We’re grateful for the opportunity to partner with Twin Engine Coffee and share with you their journey. Read more about the Twin Engine Coffee story by visiting their website and learn more about their commitment to stopping poverty by crafting organic and pure Nicaraguan coffee from the source.

Twin Engine Coffee has offered a private discount code for Stein clients, STEIN15, for 15% off at checkout on any orders at www.twinenginecoffee.com.

join us live for our next coffee chat! 


  • There is ample parking in the ramp adjacent to the backside of the building off of Duke Drive.
  • Enter the driveway marked 1600, safely park near the door in a spot marked visitor parking 1 or 2 hour, and come into the lobby on the ground level.
  • Take the elevator to the 9th floor. 

Visiting the office?

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