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Our Services

Our Services

We work alongside you to develop and implement a personalized financial plan that could include utilizing any of the following:

  • Stocks, bonds, mutual funds, ETFs, & annuities
  • 401(k) rollovers
  • Traditional & Roth IRAs
  • Money market accounts
  • Risk management
  • Investment advisory services
  • Retirement income planning
  • Portfolio construction & management
  • Education Savings accounts
  • Life, Disability Income, & Long-Term Care Insurance planning
  • Estate planning assistance
  • Employer-Sponsored Retirement Plan analysis for business owners & managers
  • Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations

Wealth Management

When it comes to retirement planning, we’ll make sure you know how your money is being invested so you remain in control of your future.

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Business Services

When it comes to your company’s retirement plan, we work for you – and your employees.

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Insurance Planning

SFB Investment Center can help you develop a plan to protect your family financially when you’re gone or can no longer care for yourself.

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