Steve Lewit
- Role
- Founder and President at Sgl Financial
- Location
- Buffalo Grove, IL, US
- LinkedIn followers
- 500 followers
About Steve Lewit
Experienced Founder with a demonstrated history of working in the financial services…
Experience
Founder and President
Jun 1992 — Present · Buffalo Grove, IL, US
Holistic Financial Planning Company using a team concept of planning which includes financial, insurance, legal and accounting professionals in combination with a planning system that goes far beyond traditional financial plans which focus more on money and making a sale rather than what is important to each person in helping them develop a higher quality of life. The core philosophy of SGL Financial is that life is not about the money, it is about life. Our methodologies and systems begin with an implicit respect for the client and his or her ability to solve their own problems if given clear and objective information in an unbiased and nurturing atmosphere. As true Fiduciaries, we create financial road maps and plans. Products are chosen to meet the goals of the plan and may be either market and/or insurance based without bias.Wealth Financial Group is uniquely positioned to help clients negotiate the new reality which is upon us. One of highly volatile economic instability and a shift in attitudes and thinking of how money integrates into a person\'s qualify of life.
Education
The Graduate Center, City University of New York
MA
Skills
- Iras
- Life Insurance
- Finance
- Universal Life
- Financial Education
- Term Life Insurance
- Personal Finance
- Retirement
- Bonds
- Strategic Financial Planning
- Financial Services
- Financial Analysis
- Securities
- Estate Planning
- 401k
- Wealth Accumulation
- Long Term Care Insurance
- Disability Insurance
- Financial Markets
- Wealth Management Services
- Fixed Annuities
- Sales
- Financial Planners
- Wealth
- Asset Management
- Employee Benefits
- Investments
- Retirement Planning
- Pensions
- Health Insurance
- Marketing
- Series 7
- Business Planning
- 401k Rollovers
- Insurance
- Portfolio Management
- Whole Life
- Strategic Planning
- Small Business
- Asset Allocation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.