SB&F Service Info Center

Investment Advisory Services and Personal Financial Planning

 

While defining goals and planning to meet those goals are the beginning steps to financial success, choosing to utilize financial planning or investment advisory services can be one of the most valuable financial security decisions you can make.

The financial planning and investment advisory services offered by SB&F are designed to provide the resources and guidance necessary to help you achieve the financial security you desire. Many benefits are available to you by choosing SB&F for these services.

SB&F is a Registered Investment Advisor. We are not brokers and we do not have sales goals or certain investment products to promote. Our goal is to identify the best investments for each individual client. Your best interest is our first concern.

SB&F offers services at many levels. We provide financial planning, retirement planning, estate planning, tax planning and insurance services. For investors who prefer to leave investment control to professionals, we offer portfolio management services. For the more involved investor who prefers an occasional second opinion regarding investment selection, we offer investment counseling services.

SB&F is in an excellent position to look at the big picture. We offer integrated planning, balancing financial objectives with tax considerations.

Fees for portfolio management are based on the amount of assets under management. No commissions, no deferred charges. Nothing is hidden. Fees for planning and consulting services are hourly.