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SFBS (Secure Financial and Business Solutions) has spent decades building an extensive network of business partners, which today is unsurpassed in experience and knowledge. We want to use our combined vast knowledge and make it available to your company.

About

With over 30 years of successful business experience, SFBS and affiliates have gathered, what we believe to be, the nation's largest and most talented network of business solutions.

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Services

SFBS exists to equip companies, in any industry, with the means for success. Our wide range of services encompass both Business Services and Advisory Services.

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Industries

SFBS services many different industries, but specializes with the following:

  • Auto Industry
  • Business Owners
  • Funeral Homes
  • Manufacturers
  • Physicians

Knowledge is power; we put that power in your hands.

Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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