704.845.0720
elizabeth@sfgnc.com
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Matthews Office

119 South Trade Street,

Suite 101
Matthews, NC 28106

FAMILY OWNED AND OPERATED

We take care of families.

Meet The Team

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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We Help You Grow The Life You Want

Community-focused investing for the socially conscious.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.
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"Life is not a Dress Rehearsal"  - Auntie Madge

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.
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Personalized Service Based on Your Goals

Click here to get a free Financial Analysis and see how we can help make your goals and dreams reality 

Free Financial Analysis

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Meet Our Experienced Financial Professionals

Duncan Wilson

Duncan G. Wilson, JD, MBA

CERTIFIED FINANCIAL PLANNER™

Elizabeth Younts

Elizabeth Wilson Younts

CERTIFIED FINANCIAL PLANNER®

704-845-0720

Graham Wilson

Graham J. Wilson, CLU, ChFC®

CERTIFIED FINANCIAL PLANNER™

Pamela Trantham

Pamela Wilson Trantham

Client Relationship Manager

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