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How We Do It. Independent, Objective and Unbiased Approach. At SBC Wealth Management, our mission is to position our clients to meet lifestyle objectives. When the markets, the economy, or life altering events deliver an unexpected challenge to our clients, we are there to make sure they make it through. We have consistently demonstrated the ability to assists clients in the creation, management, and preservation of substantial assets. 2014 Five Star Best. 2012 Five Star Best. 2011 Five Star Best. Indian...

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Home - SBC Wealth Management | sbcwealth.com Reviews

https://sbcwealth.com

How We Do It. Independent, Objective and Unbiased Approach. At SBC Wealth Management, our mission is to position our clients to meet lifestyle objectives. When the markets, the economy, or life altering events deliver an unexpected challenge to our clients, we are there to make sure they make it through. We have consistently demonstrated the ability to assists clients in the creation, management, and preservation of substantial assets. 2014 Five Star Best. 2012 Five Star Best. 2011 Five Star Best. Indian...

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About Us - SBC Wealth Management

http://www.sbcwealth.com/about-us

How We Do It. The wealth management team at SBC has many decades of multigenerational wealth management experience. The hallmark of the team is true dedication to our client’s financial and lifestyle objectives with professional and personalized services. As a registered investment advisor we adhere to the highest fiduciary standards and are committed to our client’s success. 2920 East 96th Street. Indianapolis, IN 46240. Click to view MAP. Please review our Important Disclosure Information.

2

Important Disclosure Information - SBC Wealth Management

http://www.sbcwealth.com/about-us/important-disclosure-information

How We Do It. SBC ) is a Securities Exchange Commission. SEC) registered investment adviser located in Indianapolis, Indiana. And its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which. May only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. With a prospective client shall be conducted by a representative that is either regis...

3

Financial Tools - SBC Wealth Management

http://www.sbcwealth.com/financial-tools

How We Do It. Required Minimum Distribution Calculator. Social Security Benefit Calculator. Tax Guide: 2015 and 2016. June 24, 2016 Dear Valued Client: Today we received the unprecedented news that the United Kingdom (U.K.) has voted to.". 2920 East 96th Street. Indianapolis, IN 46240. Click to view MAP. Please review our Important Disclosure Information. Set forth in the About Us section of this website. Our office has moved to 2920 East 96th Street Indianapolis, IN 46240.

4

Our Process - SBC Wealth Management

http://www.sbcwealth.com/our-process

How We Do It. Our process is defined by the six steps below. Please click on each level to see a description of the steps we take to ensure our clients receive a complete financial strategy that is based on the client’s individual goals and objectives. 1 Define Objectives and Lifestyle Goals - Family, Risk, Short Range, Long Range. 2 Discovery - Collect necessary information; Tax Returns, Cash Requirements, Assets, Liabilities, Benefit Plans. 3 Analyze Objectives - Sensible, Consistent, Balanced. Step th...

5

Recent News - SBC Wealth Management

http://www.sbcwealth.com/recent-news

How We Do It. Financial Market Update The Brexit Vote. June 24, 2016 Dear Valued Client: Today we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than ever to remain calm, harness our emotions, and stay committed to […]. Patrick Morrow among Best of Best Financial Advisors attending Barron’s Top Advisors Summit. Keep checking back fo...

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Home - SBC Wealth Management

How We Do It. Independent, Objective and Unbiased Approach. At SBC Wealth Management, our mission is to position our clients to meet lifestyle objectives. When the markets, the economy, or life altering events deliver an unexpected challenge to our clients, we are there to make sure they make it through. We have consistently demonstrated the ability to assists clients in the creation, management, and preservation of substantial assets. 2014 Five Star Best. 2012 Five Star Best. 2011 Five Star Best. Indian...

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