Our Company
SB Financial Group LLC (Firm) is an independent financial services firm.
At SB Financial Group, we inspire action plans toward financial freedom. We take time in our financial planning process to get to know your needs and desires, and we empower you to make decisions in your own best interest that improve your ability to attain your future goals.
This process generally takes 3-4 meetings over the course of a month, through which we help plan for short, medium and long-term goals. Together we will also develop a thorough income and budget analysis and create an overall funding allocation for their plan.
What Advisors at SB Financial Offer:
- Retirement Income Planning
- Investment Management
- 401(k), 403(b), & IRA Rollovers
- Estate, Legacy and Tax Planning
Our Mission:
To help inspire action plans toward financial freedom
Our Story:
Belief in Opportunity
As entrepreneurially-minded individuals, SB’s advisors and staff believe in opportunity—a chance for advancement with a high probability of success. At this confluence of possibility and action, we acknowledge the uncertainty of outcome and carefully consider the exposure to risk while committing the necessary resources to move forward in a positive direction. No matter what your circumstances, we work side-by-side with you to leverage your situation toward success.
We are driven by helping people identify the choices that are in their best interest; choices that help achieve their financial and life goals. Our core values of helping other people and treating them the way we would want to be treated are incorporated into all aspects of our planning process. We feel this consultative approach offers a personalized experience that accounts for the unique set of needs, goals, and desires specific to each of our clients. Financial planning is not simply about money; it helps to answer some of the most important questions about your life.
Many people in this country have never had a strategic conversation about planning for their goals and our mission is to be an affordable opportunity to reduce stress and anxiety, as well as provide confidence and freedom. We bring together these strengths to provide both a valued client experience and a focused opportunity for individuals to understand their financial opportunities.
Our Core Values:
Empathy
At SB Financial Group, we strongly believe in being able to honor another person’s perspective well enough to understand them the way they understand themselves. We strive to put ourselves in others’ shoes and walk that extra mile, acting always with kindness and compassion. Empathy is at the core of what creates respect and trust, and that facilitates us being able to communicate with others in the best and most efficient way possible.
Authenticity
Authenticity is acting always with honesty and integrity, even and especially when the going gets tough. At SB Financial Group, we believe that authenticity is essential to building rewarding, long-lasting relationships. Without it, there is no chance to earn the trust that is needed to help you achieve what is most important to you.
Altruism
At SB Financial Group, we believe in generously helping others achieve their goals by presenting only what we believe to be in their best interest. We provide value to others with the goal of improving lives, which can only create a ripple effect that benefits far more people than we can even imagine. In our office, we have created a team-based and collaborative environment, where service to each other and our clients is the rising tide that raises all the ships.
Empowerment
Empowerment is the desire to inspire greatness in those around you and to leave the world a better place than you found it. At SB Financial Group, we believe in sharing freely of our wisdom and knowledge to create an environment where people enjoy motivating and helping each other grow. To our clients, we believe in empowering you by taking the time to understand your situation and giving you the knowledge and confidence to achieve your goals.
Entrepreneurial Spirit
SB Financial Group is composed of individuals who have the courage to forge their own paths and to strike out into the unknown with passion and exuberance not always knowing the destination or the direction of success. We are each internally motivated to succeed and have the fortitude to keep leaping even though we aren’t sure we can fly.