SGL Financial
@SGLfinancial
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SGL Financial provides a host of financial services, including retirement, investment and insurance planning.
Buffalo Grove, IL
Joined June 2015
Did you know we have a blog?🤔 The #SGLBlog offers great tips and insights to understanding financial and retirement planning. Read the latest entries here: https://t.co/DRdp7kdoSC Happy Reading! 📚📖📑 #sglfinancial #retirement #financialplanning #blogs
sglfinancial.com
Keep up-to-date on financial news that affects you - read the SGL Financial blog.
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Starting the year strong with goals, guidance, and a little snow day wisdom. ❄️ Spotify: https://t.co/8JEfXlIZXk Apple:
podcasts.apple.com
Podcast Episode · Our 2 Cents · 01/16/2026 · 32m
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January is Financial Wellness Month 💙 A new year, a fresh start. Ready to take the next step in your financial planning? Give us a call at (847) 499-3330. #sglfinancial #2026 #financialwellnessmonth #financialplanning #retirement #goals #financialadvice
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Think smart tax planning is just for the ultra-wealthy? Many strategies are accessible to anyone with the right planning. Learn more in the #SGLBlog: https://t.co/Q9FbmSgbxM
#sglfinancial #fiduciary #wealthmindset #financialplanning #taxstrategies #retirement #wealthbuilding
sglfinancial.com
Discover tax strategies the wealthy rely on, from Roth conversions to charitable giving, and how Buffalo Grove financial advisors can help you apply them effectively.
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Kicking off 2026 with insights and optimism. Tune in to the first episode of the year with Steve and Gabriel. Spotify: https://t.co/lTQ1D17W3O Apple:
podcasts.apple.com
Podcast Episode · Our 2 Cents · 01/09/2026 · 34m
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Wealth isn’t just about money; it’s about mindset + strategy. You don’t need to be ultra-wealthy to start. Learn more in our Quick Guide: https://t.co/am082XtMuU
#sglfinancial #wealthmindset #wealthy #retirement #financialplanning
sglfinancial.com
SGL Financial, located in Buffalo Grove, IL., provides full-service tax planning and preparation for individuals and families in the Chicagoland Area.
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🎉Happy New Year! 🎉 From all of us at SGL Financial, we wish you a happy, healthy, and successful year ahead. #sglfinancial #happynewyear #newyearsresolutions #cheers #financialplanning #retirement
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✨‘Tis the season to celebrate! Happy Holidays from all of us at SGL Financial!✨ #sglfinancial #happyholidays #holidaycheer #holidayseason
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Five overflowing boxes of toys are headed to Toys for Tots, thanks to the generosity of our amazing clients! We’re thrilled to help make the holidays brighter for local children!🎁 #sglfinancial #toysfortots #holidaycheer #seasonofgiving #givingback #spreadjoy
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From first holidays in retirement to a look back at 2025, Steve and Gabriel reflect on what truly matters: family, perspective, and purpose. 🎧 Listen to our final episode of the year using a link below. Spotify: https://t.co/vMYxDWxKDQ Apple:
podcasts.apple.com
Podcast Episode · Our 2 Cents · 12/19/2025 · 32m
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Our annual Pie Day was sweeter than ever! Over 400 pies shared with amazing clients as a small thank-you for your trust and support. Grateful for our wonderful community and our incredible team! #sglfinancial #pieday #givingthanks #thankful #financialplanning #pies #yum
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‘Tis the season to give… and save! On today’s episode of Our 2 Cents, the Lewits share creative financial gift ideas and smart year-end tax moves. Listen now on Spotify: https://t.co/f7qVkl7129 Or Apple: https://t.co/raW2p5q1D4
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Record household debt of $18 trillion? Don’t stress! SGL Financial’s Steve Lewit shares simple strategies on WGN 9 News to celebrate the holidays smartly and spend wisely. Click here to watch the segment:
sglfinancial.com
The latest Federal Reserve report shows household debt has reached a record $18 trillion. Financial expert and SGL Financial’s very own, Steve Lewit, joins WGN 9 News to share practical strategies...
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We’d like to wish our SGL Financial President and Co-Founder, Steve Lewit, a very happy birthday! 🥳 Thank you, Steve, for your leadership, guidance, and continued wisdom! #sglfinancial #happybirthdaysteve #bestbossever
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Holiday vibes + smart money talk! Tune in as Our 2 Cents tackles “shiny object syndrome.” Listen now on Spotify: https://t.co/zWGaH0YNQU Or Apple: https://t.co/ugAUS2Z8ny
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The holidays are the perfect reminder to get your passwords, photos, and online accounts organized and protected. Kick off the new year with a clean, secure digital estate plan! #sglfinancial #digitalestateplan #estateplanning #holiday #protect
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Happy Thanksgiving! 🦃 We wish you a day full of laughter, good food, and gratitude for the little moments that make life special. #sglfinancial #happythanksgiving #gratitude #turkeyday
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It’s Thanksgiving season, and the Lewits are diving into all things gratitude! Catch the latest episode of Our 2 Cents for a heartfelt holiday conversation. Listen now on Spotify: https://t.co/2lY0rXPZ9G Or Apple: https://t.co/FtIrHRVhAh
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Small moves, big impact. Compounding turns time in the market into lasting wealth. Learn how to make your money work harder in the #SGLBlog: https://t.co/nciJ12ZHUo
#sglfinancial #fiduciary #wealthmindset #financialplanning #compounding #retirement #investsmart #wealthbuilding
sglfinancial.com
Learn how compounding accelerates long-term wealth growth and why time in the market matters. Our Buffalo Grove financial advisors at SGL Financial help investors integrate compounding into investm...
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Discover 5 pearls of wisdom from a financial writer that can sharpen your money mindset and guide smarter decisions. Listen now on Spotify: https://t.co/RCexguhvhd Or Apple: https://t.co/RMZu5LKdpk
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When your wealth grows, every decision matters more. It’s not just about what you earn; it’s about how you think about your money. Read more in the #SGLBlog: https://t.co/M0XZTQXj50
#sglfinancial #fiduciary #wealthmindset #financialplanning #investing #retirement
sglfinancial.com
A financial advisor in Buffalo Grove helping investors with $250K+ make confident, informed decisions to build and preserve lasting wealth.
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