Resources

SFMG Forms and Account Access

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Document Checklist

The Document Checklist is a starting point for gathering data needed during the financial planning process.

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Financial Planning Questionnaire

The Financial Planning Questionnaire assists in gathering details of your assets, liabilities, insurance, and cash flow.

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Personal Information Questionnaire

The Personal Information Questionnaire assists in gathering your personal and family information.

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Risk Evaluation Questionnaire

The Risk Evaluation Questionnaire helps to identify your investment objectives, risk tolerance, and time horizon.

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ADV Part 2

A copy of our Form ADV Part 2 as filed with the Securities and Exchange Commission is a required disclosure of our firm and its practices.

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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.

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Privacy Statement

Our commitment to keeping your personal information confidential is outlined in our Privacy Statement.

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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.

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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!

SFMG Client Portal

Log in for direct access to your personal documents and up-to-date information on your accounts.

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