Private Client Experience

A more coordinated plan for Retirement

The Signature Plan is designed for clients who want more than isolated recommendations. It brings your investment management, retirement income strategy, tax-aware planning, lending opportunities, risk management, and legacy planning into one high-touch, professionally coordinated relationship.

Comprehensive Everything works together

Your strategy is built as one coordinated plan instead of disconnected accounts, products, and conversations.

Personal Built around your life

Your goals, family priorities, income needs, tax picture, and risk comfort level drive the recommendations.

Ongoing Managed with continuity

You gain an experienced team to help monitor, adjust, and guide decisions as life and markets change.

Explore the Plan

What clients are here for

A premium planning relationship designed to simplify complex financial decisions.

  • Retirement income and distribution strategy
  • Portfolio oversight and ongoing management
  • Tax-aware planning and coordination
  • Estate and legacy planning coordination
  • Risk management and protection review
  • Capital lending and liquidity strategy
60+ Years Combined founder experience guiding clients through bull and bear markets
One Plan Organized around your priorities, not product silos
Led by the founders

The Signature Plan is supported by Rob Coleman and Xavier J. Pujol, who have spent decades helping clients navigate retirement planning, wealth management, income strategy, and long-term financial decision-making.

Next step

Review the plan, identify your priorities, and tell us where you want to begin.

Use the plan menu below to focus on the areas most relevant to you first. Everything shown is part of the Signature Plan experience.

Firm Brochure 2026 Tax Guide Plan Overview PDF Signature Team

Optional: If you'd like your advisor to review them, you may upload the documents below. These uploads are completely optional and not required.

Optional: Upload Tax Return (1040) Optional: Upload Legal Documents (POA, Wills, Trusts)

Disclosure

Please direct all questions to ask@sfsfirm.com

Osaic Wealth Form CRS

The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We are registered to sell securities in all 50 US states.

We are licensed to sell insurance in all 50 US states.

Maps and some building imagery may be sourced with approval from Google Maps.

NextPhase™ is a retirement program offered exclusively through Osaic Inc., which owns our broker-dealer, Osaic Wealth.

MyStages® is a consumer wellness program by Signature Financial Solutions, LLC.

Signature Financial Solutions, LLC
1511 N Westshore Boulevard
Suite 1100
Tampa, FL 33607
Main Office: 813-287-8800 | ask@sfsfirm.com

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