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Understanding Today’s Financial Environment
Welcome, we’re SB Financial Services, a financial organization in Dane and Rock County. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.