“The process of determining a person’s or firm’s financial needs or goals for the future, and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances.”
Farlex Financial Dictionary ©2012 Farlex, Inc.
At SBRO we offer an extensive range of financial services that will eventually become your own tailor made solution as we follow the basic, but important, steps of financial planning.
We strive to help and to guide you through-out the whole planning process to ensure that your needs are taken care of and that your dreams are realized.