Our goal at S&B Financial Services is to assist individuals and businesses within the communities we serve to navigate the ever changing financial landscape. We seek to provide financial solutions by asking questions and understanding a client's life goals. Our financial advisors can then make recommendations to help build, manage, protect, and distribute wealth.
We are proud to be a part of the Saco & Biddeford Savings family and the opportunities this relationship provides to reach those in the communities we do business in. Founded in 2010, S&B Financial Services brings clients over 25 years of collective planning experience. Serving individuals, families, and business owners, we are dedicated to securing and protecting your financial freedom.
We are proud to be a part of the Saco & Biddeford Savings family and the opportunities this relationship provides to reach those in the communities we do business in. Founded in 2010, S&B Financial Services brings clients over 25 years of collective planning experience. Serving individuals, families, and business owners, we are dedicated to securing and protecting your financial freedom.
Services
At S&B Financial Services, we are problem solvers, strategists, and devoted advocates of your continued success. Though we are engaged in adapting to our rapidly-changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored planning process. There are no secrets with our six-step approach, just dedication, communication, and a relentless focus on our clients' best interests.
We unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we're Wall Street-forged, but Main Street-focused. Whatever you hope to achieve, our goal is to deliver solutions that empower you to live the life you always imagined.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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