Financial Planning
Achieving your financial freedom doesn’t have to be complicated. At SB Financial, we are here to improve and organize our clients financial lives in an easy-to-understand format.
As your goals, time frames and circumstances change, we offer the flexibility to monitor your plan. Gain control, clarity and confidence with regard to your financial decisions. We will work side-by-side with you to develop and execute a long-term financial plan to help you pursue financial freedom.
Our Financial Planning Services Include:
- Education Planning
- Marriage Planning
- Inheritance Planning
- Retirement Income Planning
- Cash Flow Planning
- Education Planning
- Marriage Planning
- Inheritance Planning
- Retirement Income Planning
- Cash Flow Planning
What Makes SB Financial Different?
Unlike many advisors that provide cookie-cutter financial plans, we tailor your financial plan to your individual needs and goals.
We don’t push high-commission investment and insurance products. We simply charge a financial planning fee that is quoted up-front and based on the complexity of your plan— so you know the advice you are receiving is driven by your needs and not the desire to sell a product.
Furthermore, you will have a dedicated Wealth Advisor who calls and meets with you regularly to keep you informed (not because we have something to sell).
SB Financial:
- Tailors your Financial plan to your goals and needs
- Call regularly to keep you informed
- Never has hidden or layered fees
Some Money Managers:
- Provide cookie-cutters protfolios
- Only call when they have something to sell
- Push high-commision investment products