SFG TAX ADVISORS, LLC
RALEIGH, NC

SFG TAX ADVISORS, LLC, previously known as STONE FINANCIAL GROUP, LLC, is a well-established financial services entity founded in the early 1980s. Headquartered in Raleigh, Florida with operations extending to Wake Forest, North Carolina, SFG TAX ADVISORS exemplifies a family-managed, multi-faceted lending and investment management group. It is led by Stone Stone as an Authorized Member and managed by SFG, a seasoned organization comprising a father and his three sons. The company boasts over 25 years of experience in various realms including asset management, life settlements, pension fund management, insurance, and legal and financial consulting sectors. With more than a century’s worth of combined expertise among its members, SFG TAX ADVISORS leverages proprietary tools for underwriting and analyzing potential acquisitions. The firm maintains strong ties with sources of settlement contracts and has formed relationships with authorized life settlement providers, independent medical actuaries, and underwriters. SFG TAX ADVISORS specializes in the acquisition, maintenance, management, and disposal of multi-million dollar portfolios focused on Settlement Contracts—these involve selling insurance policies for less than their face value. The company employs third-party tracking services to monitor contract statuses and swiftly processes transactions for competitive advantage. Its strategy emphasizes maximizing returns by acquiring contracts that meet predefined criteria, addressing market inefficiencies to secure favorable yields. With its operations based in Florida, the firm carries a status of Florida.Models.Dos.FloridaCompanyStatus, with a founding date set on August 18, 2015, and holds the filing number L15000141513. SFG TAX ADVISORS has reported its latest annual insights as of January 24, 2024, corresponding to the year 2024, and maintains close communication through its telephone line (847) 562-4539. Further details about their financial strategies and services can be explored at stonefinancialgroup.com.