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Welcome to SFB Investment Center

We bring clarity to your financial future and help you manage your money to plan for all your major milestones.

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Confidence. Discipline. Patience.

More than values, these principles are the foundation of our services. Because with confidence, discipline, and patience, you’re able to provide for yourself, your family, and your future.

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Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Women

Understanding your unique needs

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Schedule a free introductory consultation today.

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

We’ll work closely with you to understand your goals, values, current financial status, income needs, and the future you imagine for yourself.

We’ll develop a plan that will be reviewed with you, outlining recommended solutions to consider.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Identify

Our process begins with a thorough discovery session to help us understand your priorities, identify your goals and understand how you got to where you are today.

STEP

2

Plan

Next, we'll build a portfolio to create a path to financial peace of mind. Throughout this phase, we'll find ways to diversify your investments, control risks, attempt to manage your tax implications, and aim to increase your wealth.

STEP

3

Implement

Along the way, we'll monitor your results and anticipate changes, working together to bring financial clarity to your everyday life.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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