WHO WE ARE
We are a family owned financial services company focused on empowering you with the best planning options and investment strategies. We achieve this by reducing fees, decreasing risk and increasing returns so that you realize a stress free and secure financial future.
ALL YOUR FINANCIAL TOOLS UNDER ONE ROOF
PORTFOLIO MANAGEMENT
World class active management, low fees and fiduciary duty.
PRIVATE INVESTMENTS
True diversification, no fees and no economic roller-coaster rides.
INSURANCE PRODUCTS
Life, accident & sickness, disability, segregated funds, business & group insurance.
FINANCIAL MANAGEMENT
Partnering with us means having a personal financial manager attentive to your individual needs.
FINANCIAL COACHING
Life can be busy. Better manage your life by taking control of your money.
CONTINUOUS FINANCIAL EDUCATION
The world keeps changing, so we keep learning. Together.
TEAM MEMBERS
Manuel Hernandez
Exempt Market Dealer Representative, Insurance License Agent and founder of SFH
Christina Hernandez
Money Coach and Financial Assistant
The Team
Customer Loyalty Department
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