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

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

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