What We Believe In
We believe in putting your interests first. As a fiduciary, we are committed to providing you with sound, unbiased financial advice tailored to your unique needs. Our goal is to empower you to make informed decisions at every stage of your financial journey.
Our Solutions For You
At our firm, we offer a comprehensive financial planning approach through the R.I.T.E. elements: Retirement analysis, Investment advice, Insurance assessment, Tax planning, and Estate strategy. These interconnected areas work together to create a secure financial future, ensuring every aspect of your financial life is aligned with your long-term goals and tailored to meet the needs of you and your family.
Retirement
Worried about outliving your savings or not having enough for your dream retirement? Our comprehensive retirement planning helps you prepare for the future you envision.
Investments
Whether you’re just starting out or looking to optimize your portfolio, we help you make informed investment decisions that align with your financial goals and risk tolerance.
Taxes
Effective tax planning isn’t just about minimizing taxes—it’s about maximizing your wealth over the long term. Let us help you build a strategy that ensures you keep more of what you earn.
Estate
Estate planning is about protecting your family and ensuring your legacy lives on. Let us help you create a plan that provides clarity, security, and peace of mind for the next generation.
Our Process To Help You Achieve Financial Success
Getting to Know You
Our planning process starts by analyzing your current financial situation and learning about what is important to you.
Putting Your Goals Into Action
We analyze and provide advice on the R.I.T.E. elements of your plan, with a focus on achieving long-term success.
Monitoring & Sustaining Success
As circumstances, markets and tax laws change, we review and update your plan to make sure you are still on the path to success.
Meet Your Trusted Advisor and Our Founder: Shar Gogerdchi, CFP®
Shar Gogerdchi, CFP®, has 20 years of experience helping individuals, families, and small business owners build financial plans that work for them. Shar’s commitment to fiduciary principles ensures that your interests always come first. Whether you’re planning for retirement, growing your wealth, or navigating tax complexities, Shar’s personalized approach gives you the clarity and confidence you need to make informed decisions.
SGF Planning | 2007 Tidewater Colony Drive #2B | Annapolis, MD 21401 | 443-321-9858 (Direct)
Securities offered through registered representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SGF Planning are not affiliated. Cambridge does not offer tax advice.
This communication is strictly intended for individuals residing in the states of FL, KS, MD, MI, NM, NC, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
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