SGL Financial

SGL Financial is a financial planner in Buffalo Grove, Illinois. The firm provides individuals and families with customized financial plans and investment strategies.

The firm operates with a holistic approach, acting as a fiduciary to ensure all advice is personalized and centered on the client's best interests. SGL Financial serves as a one-stop-shop for financial services, offering fee transparency and acting as a personal CFO for those they serve. The team utilizes a specialized planning process known as The Perpetual Retirement Income Machine, a method detailed in a book authored by co-founder Steve Lewit. The firm is dedicated to client education and provides various resources, including educational events and regular communication, to help clients build and preserve wealth.

Located on W Lake Cook Rd, the office is situated near Cooper Middle School and a short distance from Weidner Park and Buffalo Creek.

SGL Financial is known for delivering expertise and value through a dedicated team of advisors and support staff. The firm is recognized for its commitment to world-class client service and its focus on helping clients achieve financial freedom.

SGL Financial provides specialized wealth management and retirement planning services to the Buffalo Grove community.