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Our Services

At SB Financial Group, LLC, we provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • Stocks
  • Bonds
  • 529 College Savings Plans
  • Variable Annuities

Financial Planning

  • Education Funding
  • Asset Allocation Insurance Needs
  • Estate Planning
  • Special Needs Trusts
  • Future Goal Funding
  • Survivor Income Needs

Insurance Needs

  • Long Term Care Disability Insurance
  • Permanent and Temporary Life Insurance
  • Medical Supplements
  • Fixed and Variable Annuities
  • Immediate and Income Annuities

Retirement Planning

  • Traditional and Roth IRA
  • IRA Rollover
  • SEP and Simple IRA
  • 401(k)/457/403(b) Plans
  • Exclusive(k)
  • Group and Individual Insurance Plans