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.
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.
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.
SFBS services many different industries, but specializes with the following:
- Auto Industry
- Business Owners
- Funeral Homes
Knowledge is power; we put that power in your hands.
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
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Knowing the rules may help you decide when to start benefits.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
It's important to make sure your retirement strategy anticipates health-care expenses.
Good employee health can be great for the company’s bottom line.
Understanding the value of a home warranty.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
When do you need a will? The answer is easy: Right Now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What does your home really cost?