Solutions

Helping you make the right decision.

It is not uncommon to be confused over where to start. Let our team guide you towards a strategy for the future.

Industries

Strategy

Benefits come in all shapes and sizes. Having the right strategy allows you to scale your vision in alignment with what works for today.... while planning for tomorrow.

Conducting a needs analysis helps us make suggestions that will help to drive you forward. No two clients are the same, so we custom tailor our approach to each client.

Execution

Building the right benefit plan is COMPLEX. Let one of our advisors conduct a needs analysis.

Once our team learns about your specific need and future goals we begin structuring a plan.

Optimizaton

We specialize in tax preparation services and customized benefits plans that meet your unique needs and financial budget. Our team will help optimize your savings without sacrificing essential coverage and protection.

It’s all about a dialogue

A few words from our clients.

-Tim Smith

"We have always offered many perks for our employees, but we were missing benefits that provide security and protection for them and their families. We needed a cost-effective solution without sacrificing coverage. SBA made it super simple and easy for us to give our employees the perk that mattered the most."

- Rose Dawning

"I'm mostly self-taught, but there are some things that are beyond my expertise. A friend of mine recommended SBA and I am so grateful he did. SBA took the time to listen and create a plan that exceeded my expectations, allowing me to stay focused on my current projects without skipping a beat."

- Chris Gold