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Who is Sexton Advisory Group?

We are a retirement planning firm that integrates all areas of financial analysis to assist you in managing the "Critical Financial Events" throughout your life.  

 We focus on building relationships where our services will add significant and substantial value.  As such, our experience is that we are best suited for investors with portfolios of $100,000 or more.

 Why Choose Sexton Advisory Group?

Simply put, we deliver superior tax and investment management in a relaxed and comfortable atmosphere.  We share our clients strong family values and believe communication is the key to shared success.

Tax & Investment Management

We pay particular attention to the tax ramifications of our planning strategies.  As a result, we can often deliver positive planning results that create tax-favored retirement income and often tax-free withdrawals out of qualified retirement plans like 401(k)s and IRAs.




 

 

Sexton Advisory Group | San Diego, CA 92127  | Phone: (800) 560-2611
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