case studies

In our nearly 40 years of business, we’ve learned that financial planning is about so much more than the numbers on a spreadsheet—it is about the relationships we build with our clients. Each client has unique and specific needs. It is our job to partner with you to understand your individual lifestyle goals to develop a plan that’s right for you.

Below is a sample of the types of clients we work with.

Want more information about SBC, our processes, or our services?

Contact us for a no-obligation consultation today.