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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Retirees traveling abroad need to know that their health insurance travels with them.
Here's a breakdown of how the federal government spends your tax money.
The item most homeowners forget on their home improvement project checklist is insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
Are Real Estate Investment Trusts right for your portfolio?
When do you need a will? The answer is easy: right now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.