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Our Process

At S&B Financial Services, we are problem solvers, strategists, and devoted advocates of your continued success. Though we are engaged in adapting to our rapidly-changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored planning process.

There are no secrets with our six-step approach, just dedication, communication, and a relentless focus on our clients’ best interests.

Understand Needs

We understand that no two people are alike. Before we provide you with tailored financial advice, we must first get to know you. We dedicate our initial meetings to learning about you and your life, both inside the financial world and beyond it. 

Through listening and asking the right questions, we seek to gain a thorough understanding of who you are and what you value most. We will review your finances in detail, discuss your investment experience, and have in-depth conversations about what is most important to you regarding your financial well-being.

Confirm Financial Goals

Most everyone has at least one financial goal. Perhaps you desire a winter home in Florida, wish to help your child with the rising costs of higher education, or hope to retire without worry and increase income during your golden years.

The possibilities are endless. In order to create a plan personalized for you, it is vital that we first identify your specific goals before building a framework to help you achieve them.

Determine Strategy

Once we have had the opportunity to get to know you and understand your objectives, we will analyze various financial solutions available to you. There is no one-size-fits-all solution to attaining financial success, and our experts are committed to providing strategies truly aligned with your best interests. We believe in the importance of taking ample time to craft a customized plan based on your unique objectives, time horizon, and risk tolerance.

Present Recommendations

We take your financial goals seriously, and we look forward to having the opportunity to present our tailored recommendations to you. Through our commitment to financial education, we ensure your plan will be easy to understand, focused on helping you pursue your specific financial goals, and responsive for continuous check-ins, support, and adjustments. 

Plan Implementation

One can dream throughout his or her lifetime, but without action, discipline, and commitment, those dreams may never be realized. At S&B Financial Services, we want you to be successful and confident in the recommendations we present.

The opportunity to actualize your financial dreams requires consistency, dedication, and your continued willingness to execute the plan. As your financial advocates, we will protect your best interest and help ensure you stay on the path to financial freedom.

Ongoing Management and Review

We take pride in our ability to provide exceptional service and a trusted, ongoing relationship. We work closely with our clients, keep them informed of plan performance and progress, and provide recommendations and strategy for adjusting goals in a changing market and economy.

We want to be your partner as you navigate an ever-changing financial landscape. Through ongoing strategy meetings and reviews, we will work alongside you to adapt to change and continue promoting your success.

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