We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

SB Planning, Inc.

215 W Oak St

Suite 5

Lodi, CA 95240

T 209.625.8523

F 209.625.8521

"Price is what you pay. Value is what you get."