SFM, LLC is a registered advisor company providing the following services to individuals, entrepreneurs and their companies:

1. Investment management, including IRA and 401k rollovers, on a discretionary and non-discretionary basis. 
2. Financial planning, including retirement planning on an hourly fee basis.
3. Portfolio design assistance and review on an hourly basis.
4. Business advisory services on an engagement or hourly fee basis.
5. Investment analysis of proposed "deals" or other potential business ventures on an hourly fee basis.
6. Specialized Services. If you have a need for an independent analysis of a financial matter, we will do our best to accommodate your request.

We are dedicated to our clients, in deeds as well as in words, and would be happy to supply references.

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