Financial Planning

SBS Financial offers hands-on financial planning to help simplify your financial affairs and align them with your values and aspirations. We believe wealth management is more than investing, and as your trusted advisory firm, we will coordinate your entire financial picture, protecting you and your family, or your business.

For Individuals

We understand that your situation is unique and that you have your own goals and priorities, and that’s why we believe in developing customized, one-on-one solutions. We are here to help you plan for any and all of the milestones in life – whether you are planning for the arrival of your first born or your last day at work.

Individualized Planning and Trust Services

From 401k concerns to charitable donations, we are here to help you make deliberate, smart, and strategic choices. We take a complete, financial planning-led approach to wealth management. Putting together all the pieces to create a plan that is tailored to you and addressing all components of your financial life is just part of our process.

Financial planning offered through LPL Financial, a registered investment advisor.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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