We provide a holistic approach to financial planning for you. Our strategies are proven to help nurses succeed in their financial future. Our goal is to help you achieve your goals. Start building your financial plan today
DEBT REDUCTION / DEBT MANAGEMENT
We provide solutions to effectively and efficiently reduce student debt, credit card debt, and all other forms of debt. We help lower interest payments, improve credit score, pay down debt, and more. Set up a debt management plan today
The people with the most financial damage are the ones who didn't prepare for the unexpected. We will help you financially prepare for the worst of emergencies and accidents, and make sure your assets, income, family, and financial future are protected. Learn more about risk management here.
Financial independence is crucial as you age, but retirement is becoming more and more difficult to achieve on time. Knowing your goals combined with our retirement planning expertise, we will craft you the perfect retirement plan. Start retirement plannning today.
Your budget is a power tool. It is a way for you to stop letting your money control you, and instead for you to control your money. We will create budgeting strategies to help you stay in the power seat. We also include coaching on how to improve your spending habits too! Set up a free consultation to learn more.
BUSINESS WEALTH STRATEGIES
Are you a Nursepreneur? Our solutions also cater to those who own their own practice or business. We can serve the function of a Chief Financial Officer (CFO), making sure you have the correct solutions in place for: tax planning, employer benefits, wealth management, wealth accumulation, key-man/business insurance needs, and balancing books. Set up a consultation to learn more.
EXPANDED FINANCIAL SERVICES FOR OUR CLIENTS
+ Nurse Coaching
+ PRN Program Matching
+ NP Job Placement
+ Chief Financial Officer services
+ Tax Planning / Tax strategy
Our vision at S|A|G Financial Group is to help RN's, CRNA's, NP’s & PA's improve their financial health.
We make sure that the nurses we come in contact with leaves in a better financial position than they were previously. Our goal is to make sure no nurse ends up in a position that they could have avoided with proper planning. We provide financial planning on a case-by-case basis, and our service is not based on fees. This allows us to help everyone we come in contact with, and provide proper education and coaching, without charging fees for our consultations.
We want to give back to nurses like you, who have helped so many others in their lives.
CEO & Founder
I want to make sure everyone knows and understands my story.
Growing up I had many health conditions, even a near-death experience that caused me to develop a fear of hospitals. Even to this day, anytime that I am inside of one, my anxiety and stress rises.
When I was admitted to the hospital, what I realized is that I would spend all of my time with the nurses... Not the doctor. It was the nurses who would see me before surgery, and after, for days. And it was the nurses who would help reduce my anxiety and stress by simply talking with me.
What I realized from this experience is that nurses were really under-appreciated, under-paid, and that they deserved so much more.
I decided there and then that I want to help nurses in whatever way I could.
The best way for me to give back, is the only way I know how: finances.
I have always wanted to do finance most of my life due to my own family not preparing for financial devastation, or securing their financial future. Truth be told, my parents now live off of social security and have to go back to work because they’ve ran out of the little 401k money they had. I want to make sure this never happens to anyone I care for. Financial health should be accessible for all. Especially those who are in service to others.
This is why I am deeply committed to helping nurses build a plan and strategize how to solidify their financial future, and why I do this work without charging any fees.
Patient Care Technician
Without doubt Shelby is truly God sent. Very knowledgeable, patient, and will explain everything. He worked very diligently to comprise a great plan for my family.
I was thoroughly impressed with Shelby. He’s extremely knowledgeable and professional. He made me feel comfortable in reviewing my finances and developing a plan to reduce debt, save, budget and goal planning.
By the end of our conversations, I felt relieved, much more knowledgeable about my own situation and best ways to move forward. Shelby opened my eyes to so many untapped resources I didn't even realize I had!