Our Philosophy

Our Vision
To improve your financial well-being through highly personalized service and expertise.

Our Mission
SBS Retirement Consultants is dedicated to helping clients realize their financial goals and ensure their peace of mind by:

  • Developing personal, ongoing relationships
  • Providing objective financial advice
  • Supporting our clients in following through on their commitments

We are committed to these values to guide our decisions and our behavior:

Clients FIRST
We are dedicated to meeting our clients’ needs—we strive to enrich and empower our clients’ lives.

Trusted Partner
We strive to be a trusted partner and advisor, committed to excellence and delivering results.

Act with Integrity
We are committed to making financial decisions that are in the best interests of our clients and believe that our reputation is “on the line” each and every day.

Personalized Service
We believe that each client is entitled to personal, committed, and prompt attention. We will strive to build personal relationships with our clients, know each of them by name, and treat each client according to their wishes.

Faithful Stewards
We are committed to making financial decisions that protect the economic viability of our clients and of our business.

Result Oriented
Our success is measured by our clients’ success.

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