Frequently Asked Questions
About Our Firm
Who is Signature Financial Solutions (SFS)?
SFS is an independent financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals through comprehensive planning, investment strategies, and insurance solutions.
What makes SFS different from other financial firms?
We combine the independence of a boutique firm with the resources of a nationwide network. That means you receive personalized advice backed by a deep bench of experience, technology, and support.
Working With an Advisor
Do I need a certain amount of money to work with SFS?
No. We work with clients at all stages of life—whether you’re just starting out, planning for retirement, or managing your legacy. Our focus is on creating strategies that fit your unique situation.
How do I get started?
Simply schedule a complimentary consultation with one of our advisors. We’ll take the time to understand your goals and outline the next steps for building your financial plan.
What should I expect during my first meeting?
We’ll start by listening—learning about your financial goals, priorities, and concerns. From there, we’ll review your current financial picture and discuss strategies tailored to you.
Services We Offer
What services does SFS provide?
Our advisors specialize in:
- Comprehensive financial planning
- Investment management and portfolio analysis
- Insurance strategies (life, disability, long-term care)
- Retirement income planning
- Employer retirement plan consulting
- Estate and legacy planning
Do you offer retirement planning?
Yes. We help you navigate every stage of retirement—whether you’re saving for the future, preparing to retire, or managing your income in retirement.
Can SFS help with life insurance?
Absolutely. We’ll review your existing coverage and recommend strategies to protect your loved ones while aligning with your overall financial plan.
Costs & Transparency
How do financial advisors at SFS get paid?
Our advisors may be compensated through a combination of advisory fees and commissions depending on the products and services you choose. All costs are explained upfront—no surprises.
Do you act as fiduciaries?
Yes. Our advisors are committed to acting in your best interest and providing objective guidance.
General Questions
Where is SFS located?
We are headquartered in Tampa, Florida, but we work with clients across the country through virtual and in-person meetings.
Can I access my accounts online?
Yes. We provide secure online portals where you can view your accounts, track progress, and communicate with your advisor.
How often will I meet with my advisor?
Typically, we recommend annual reviews at a minimum. However, your advisor will meet with you more frequently if needed to keep your plan on track.
Next Steps
How do I contact SFS to learn more?
You can reach us at ask@sfsfirm.com. We’d be happy to schedule a conversation and explore how we can help with your financial journey.
Can I access my accounts online?
Yes. We provide secure online portals where you can view your accounts, track progress, and communicate with your advisor.
How often will I meet with my advisor?
Typically, we recommend annual reviews at a minimum. However, your advisor will meet with you more frequently if needed to keep your plan on track.