Broker Check
Secure Financial and Business Solutions Logo

(954) 349-6900

Business Services Advisory Services Our Mission About SFBS

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.

Learn More about SFBS

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.

View All Business Services

View All Advisory Services

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

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

View all articles arrow

Annuity Comparison

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

View all presentations arrow

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow