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Our Mission Statement

Invest with Purpose

SBSU Financial Services is a premier Financial Planning and Wealth Management firm providing tailored financial advice to families and businesses in the communities we serve. Our mission is to partner with our clients, develop a plan and prepare for the future to make their financial goals a reality.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

 We institute a 3-fold process as we work together:

  • Collaboration - Getting to know our clients helps us understand individual values, goals and priorities.
  • Experience - Application of guided and Time-Tested investing principles.  
  • Service Excellence - Tradition of the highest levels of service, accessibility and responsiveness. 



One of our primary goals is to develop a long-term, trusting relationship with you.




The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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