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Submitted URL: http://sbwii.com/
Effective URL: https://www.sbwii.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.sbwii.com/
Submission: On March 08 via api from US — Scanned from DE
Form analysis
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Text Content
Account View Menu * Home * Services * Financial Planning Service * Education Planning * Estate Planning * Business Services * Digital Investing * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * About * Our Mission * Our Team * Useful Links * Tools * Glossary * Tax Resources * Events * Make an Appointment Account View YOUR MONEY DESERVES OUR HELP. Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a stellar team of financial professionals in your corner. It’s our mission to coordinate all aspects of your financial picture to get you the best advice and wealth management available. Make an Appointment ... NO COPY HERE ... ... no copy here ... ... no copy here ... ... NO COPY HERE ... ... no copy here ... ... no copy here ... ONE-SIZE-FITS-ALL FINANCIAL PLANNING? NOT HERE. Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and investment management. We work closely with clients to match strategy to individual needs for every walk of life. Who We Are WHO WE SERVE Helping investors from every background RETIREMENT RETIREMENT Get a plan, and stick to it! Learn more SMALL BUSINESS OWNERS SMALL BUSINESS OWNERS Supporting small businesses Learn more WORKING PROFESSIONALS WORKING PROFESSIONALS Make your money work for you Learn more WOMEN WOMEN Understanding your unique needs Learn more HOW CAN WE HELP? Make an Appointment We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to review your portfolio and see how we can help you address your goals. A short call is all you need to get started with a financial professional. Make an Appointment YOUR MONEY. OUR KNOW-HOW. When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some advice from a knowledgeable source. Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them. RETIREMENT Make a plan and keep it on track Learn more FINANCIAL ADVICE Goal-setting, cash flow, and risk management Learn more DEBT MANAGEMENT Keep your money working for you Learn more ESTATE STRATEGY Plan for every phase of life Learn more AS SIMPLE AS 1, 2, 3 STEP 1 DISCOVER The more we know about you, your finances, and your goals, the better we can help. STEP 2 IDENTIFY GOALS We’ll provide an amazing experience and a financial strategy that works with your lifestyle. STEP 3 BUILD A PLAN Life is always changing, and so are you. We’ll be by your side through every twist and turn. Get your financial journey started today. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. MAKE AN APPOINTMENT We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call. Book a Appointment Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 424-404-7058 Mobile: 603-475-7542 76 STRAWBERRY LANE ROLLING HILLS ESTATE, CA 90274 Series 6,7,63,65 s.barrett@sbwii.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CA, HI, LA, NJ, NY, PA and TX. Osaic Wealth Form CRS .