Invest with Purpose. Plan with Confidence.
Thinking About Investing? Let’s Talk Strategy That Puts You First.
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Investment Guidance Tailored to Your Goals
When it comes to investing, success isn’t about chasing trends or timing the market - it’s about aligning your investment strategy with your life.
Whether you're planning for retirement, saving for your child’s education, or focused on long-term wealth, SBAIP connects you with experienced advisors who guide you through every step - no pressure, no product-pushing.
That’s where SBAIP comes in.
At SBAIP, we start by listening.
We don’t just help you choose investments - we help you understand the why behind every decision. Our advisors guide you through:
Assessing your current financial position
Understanding your timeline and risk tolerance
Tailoring a personalized plan to meet your long-term goals
Start with Your Complimentary Financial Needs Analysis (FNA)
Ready to take the next step? Start with a complimentary Financial Need Analysis (FNA), a personalized snapshot of where you are now and what it will take to reach your goals. Get Your Financial Need Analysis from SBAIP. Invest with purpose. Plan with confidence. Let SBAIP guide you
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Products
Compound Interest Calculator
Estimate the return on your investment
Using our Calculator below
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Mutual Funds
A mutual fund is an investment that pulls together money from individuals, called investors, to buy stocks and bonds from a wide range of companies. In other words, a mutual fund is a professionally managed “pool” of money.
The stocks and bonds that the mutual fund buys are known as securities, and they make up the assets of the fund. Many funds invest in companies you have grown to trust with familiar brands and products, many of which you probably own in your home.
Why Own a Mutual fund?
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Professional money management
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Diversification of assets
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Growth potential
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Affordability
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Liquidity
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529 Plan & Able Accounts
A state or educational institution-operated plan offers tax advantages and incentives to help save for college, post-secondary training, or tuition for elementary or secondary schools. Earnings are typically not subject to federal or state taxes when used for qualified education expenses, such as tuition, fees, books, room and board, or tuition at eligible schools for the designated beneficiary (e.g., a child or grandchild).
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Annuities
What Are the Benefits of an Annuity?
Annuities offer several benefits:
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Lifetime Income: Provides a guaranteed income stream, offering peace of mind during retirement.
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Tax Deferral: Annuities grow tax-deferred, allowing more growth potential since taxes are paid later, potentially at a lower tax bracket during retirement.
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Protection: Annuities can offer varying levels of protection against losses, with some guaranteeing no loss and others providing protection up to 10-30%.
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Death Benefits: Many annuities offer a return of premium death benefit and optional enhanced provisions.
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Managed Accounts
A managed account program is a process of engagement for investing your assets through a relationship established between you and your financial advisor. There are five key components to every managed account program. These five components are critical to helping you develop and execute an investment plan to enable you to accomplish your investing goals.
A Managed Account Program Offers:
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Relationship with Financial Advisor
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Professional Asset Manager(s)
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Alignment with Investment Plan
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Accountability/Transparency
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Diversification/Risk Management
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Retirement Plans
Why should you set up a retirement plan, and what are some of the benefits?A retirement plan has many benefits for you, your business and your employees. Retirement plans allow you to invest now for financial security when you and your employees retire. As a bonus, you and your employees get significant tax advantages and other incentives.
•Attract/retain quality employees
•Increase productivity/satisfaction
•Reduce employee training costs
•Boost employee morale
•Employees connected to workplace