What We Do

Personal Financial Planning
  • Investment Analysis & Planning
  • Projections for Retirement Planning
  • Educational Funding Strategies
  • Coordination with other Professionals (CPA®, Attorney, etc.)
  • Periodical Review & Implementation
Retirement and Distribution Planning
  • Projection for Retirement Planning & Wealth Accumulation
  • Employer Plan (401k, Pension, etc.) Distribution & Rollover Planning
  • Income & Tax Management
  • Annual Performance Monitoring & Evaluation
Investment Advisory Services
  • Client Portfolio Management
  • Recommendations for Investment Diversification
  • Search and Selection of Investment Managers
  • Implementation & Review of Recommendations
Estate and Legacy Planning
  • Analysis of Trust & Will Documents
  • Insurance Review & Recommendation
  • Minimization of Estate Settlement Cost
  • Asset Ownership Review
  • Asset Valuation
  • Implementation of Plan Recommendation & Periodic Reviews
Corporate Financial Education Workshops

SBC Wealth Management has been helping Corporate America reduce employee financial stress for over 30 years. The days of the gold watch, pension, and post retiree health benefits are a thing of the past. Financial education in the workplace is more important today than ever before.

  • Financial Planning for Executives
  • Pre Retirement Planning
  • Successful Retirement Strategies/Income Management
  • Stock Option Strategies
  • Managing income from 401k and Cash Balance Pensions
  • Financial issues in Employment transition

For decades we have provided programs like these as well as developed proprietary programs for Companies like Duke Energy, Raytheon, Roche Diagnostics, Borg Warner, United Airlines just to name a few.

We have also helped many companies with Financial education workshops for Voluntary workforce reduction programs so their employees are better equipped to deal with the many financial issues in employment transition. We also have partnered with Right Management, Lee Hecht Harrison, and Drake Beam Morin in providing out-placed employees with the financial education, tools, and resources they need to make the most of transition.

A financially secure employee is a productive employee. We are passionate about providing the financial education, resources, and strategies that todays employees need to create and preserve their desired wealth and sleep well at night.