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Document Checklist
The Document Checklist is a starting point for gathering data needed during the financial planning process.
Financial Planning Questionnaire
The Financial Planning Questionnaire assists in gathering details of your assets, liabilities, insurance, and cash flow.
Personal Information Questionnaire
The Personal Information Questionnaire assists in gathering your personal and family information.
Risk Evaluation Questionnaire
The Risk Evaluation Questionnaire helps to identify your investment objectives, risk tolerance, and time horizon.
ADV Part 2A
A copy of our Form ADV Part 2A as filed with the Securities and Exchange Commission is a required disclosure of our firm and its practices.
ADV Part 2B
A copy of each advisor’s Form ADV Part 2B as filed with the Securities and Exchange Commission is a required disclosure of our firm and its practices.
Form CRS
A copy of our Form CRS as filed with the Securities and Exchange Commission is a required disclosure of our firm and its practices.
Privacy Statement
Our commitment to keeping your personal information confidential is outlined in our Privacy Statement.
Legacy Planner
While not meant to replace a will or other estate planning documents, the Legacy Planner serves as an aggregator of one’s legacy planning wishes.
Retirement Checklist
The Retirement Checklist, along with meetings with your advisor, is designed to help individuals think through various decisions as they prepare for the next chapter.
Welcome to SFMG!
Enjoy an overview of your team as you begin the onboarding process
Discover how our teams collaborate, internally and externally, to ensure your experience is efficient and personalized.
Online Personal Financial Portal
Explore your personalized online financial experience
Learn how to use your SFMG Wealth Advisors online portal. This portal contains a view of your portfolio, important documents, contact information, and more!
Recent Market Commentary with SFMG CIO
SFMG Client Portal
Log in for direct access to your personal documents and up-to-date information on your accounts.
Personal Information Questionnaire
The Personal Information Questionnaire assists in gathering contact, demographic, and family information.
Data Gathering Form – Part 1
Part 1 of the Data Gathering Form provides information on your current and anticipated cash flows.
Data Gathering Form - Part 2
Part 2 of the Data Gathering Form provides insight on your workplace benefits, insurance policies and other trusted advisors.
Investment Questionnaire
The Investment Questionnaire helps identify your investment objectives, risk tolerance, and time horizon.
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