SB Wealth Strategies

At SB Wealth Strategies, our mission is to help our clients and their family attain financial peace of mind. We strive to make their financial life easier, thereby allowing them to pursue other interests.  We do this by providing sound investment direction, offering emotional support during periods of market volatility and identifying sensible investment strategies to help our clients achieve their financial objectives. 

Our corporate office is located inside the Mission Heritage Center at 27401 Los Altos, Suite 100, Mission Viejo, CA 92691.  (Corner of Crown Valley and Los Altos, across from Mission Hospital) 

We focus on assisting clients with a wide range of services including:

  • Retirement Planning and Wealth Accumulation
  • Retirement Income and Wealth Preservation
  • Tax Strategies for Business Owners
  • Life Event Planning – College, Life Insurance, Estate

We work with each client individually, identifying their specific goals and objectives and developing a plan that is right for them. To us, it is more than just investing.

If you would like to schedule a complementary consultation with one of our advisors, please call us at 866.825.5253 or submit for an appointment online here.
 

For additional information, please call us toll free at (866) 825-5253 or follow the links below:
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

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