We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Planning with a Partner

Welcome to SB Planning, Inc.!

We are delighted in the interest you have shown in our firm. We take great pride in the quality of work done for those we serve because we believe it is truly a privilege to work for our clients. Individual investments and the economy fluctuate over time, and staying on track requires tough decisions and prudent investing with a well-researched and diversified portfolio.

At SB Planning, Inc., we take a team based approach to better understand you and your unique needs. Our process to understand, design, implement, and monitor supports the creation of a dynamic financial plan exclusively tailored for you. You have the needs, we have the tools. Make sure you plan with a partner.

SB Planning, Inc. "Where we put Ink to the Plan"

Diversification does not guarantee a profit nor protect against loss.