SMB Financial Strategies

SMB Financial Strategies 💼 Financial + Investment Guidance
💰 Plan, grow & preserve wealth
🗓️ Book a free Discovery Call below! Securities offered through LPL Financial, Member SIPC

Welcome, I’m Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to help clients make strategic financial decisions. I’ll take the time to listen and understand your goals, and help you build a plan to pursue them. My clients choose to work with me because I am honest, helpful, and a CERTIFIED FINANCIAL PLANNER™. This credential demonstrates my co

mmitment to my clients and my profession — symbolizing the integrity, knowledge and excellent service I strive to deliver. My independence affords you the benefit of personalized investment strategies. Being independent means I am free to recommend only those products and services that address my clients’ needs. Access to independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals. With increasing uncertainty in today’s financial markets, these are the times when you most need independent advice. Contact me today to learn more about how I can help you pursue your financial goals. CRPC conferred by College for Financial Planning. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/04/2026

Happy Birthday to our Dancing Queen! 💃👑🎉

Wishing the happiest birthday to the woman who keeps us moving, laughing, and apparently always camera-ready for a dance break.

Happy Birthday, Sarin!! 🎂

It's officially Virgo season. ♍Organized? Check.Prepared for everything? Check.Already thinking three steps ahead? Absol...
09/02/2026

It's officially Virgo season. ♍

Organized? Check.
Prepared for everything? Check.
Already thinking three steps ahead? Absolutely.

We can't confirm that every Virgo is like this... but we also can't say these aren't pretty accurate.

Our SMB gear made it all the way to the top of Sulphur Mountain and Lake Louise in Banff National Park. 🇨🇦Travel happens...
08/28/2026

Our SMB gear made it all the way to the top of Sulphur Mountain and Lake Louise in Banff National Park. 🇨🇦

Travel happens to be something our team and so many of our clients have in common. And it represents something we believe strongly at SMB: financial planning is about intentionally creating the life you want to live.

Because the goal isn’t to put every experience, adventure and family memory on hold until retirement.

Plan for the future. Absolutely. But don’t forget to live along the way. 💙

When these clients first came to SMB Financial Strategies in 2014, they were doing many things right: working hard, livi...
08/27/2026

When these clients first came to SMB Financial Strategies in 2014, they were doing many things right: working hard, living below their means, and consistently saving. But much of their savings remained in CDs and cash because they weren’t yet comfortable investing.

Together, we built a strategy around their goals, timeline, and comfort level. Over the next 12 years, we gradually put approximately $385,000 of their cash to work. Their investment portfolio has since generated an annualized return of approximately 8%.

Today, our conversations sound like:

✨ Can we retire in our early 50s?
✨ Should one of us transition to part-time work?
✨ How much can we comfortably spend on travel?
✨ Would downsizing better fit the lifestyle we want?
✨ How can we minimize taxes in retirement?

At a recent review meeting, one of them said:

“If we hadn’t started working with you... I can’t even imagine what our financial life would look like.”

This is why we believe so deeply in comprehensive financial planning. It’s about creating the confidence and flexibility to make life decisions from a position of strength.

🚨 Fraud AlertWe’ve been made aware of a fraudulent Instagram account impersonatingSMB Financial Strategiess.If you recei...
08/24/2026

🚨 Fraud Alert

We’ve been made aware of a fraudulent Instagram account impersonatingSMB Financial Strategiess.

If you receive a follow request or message from an account claiming to be SMB Financial Strategies:

❌ Do not accept the request
❌ Do not respond to messages or click any links
❌ Do not provide personal or financial information
🚩 Please block and report the account

This is our ONLY official Instagram account:
👉 SMB Financial Strategies

As a reminder, SMB Financial Strategies will never use social media to request personal or financial information, account credentials, money transfers, or investment transactions.

If you’ve interacted with the fraudulent account or are unsure whether a message is legitimate, please contact our office directly.

Thank you for helping us keep our community informed and protected. 💚

08/20/2026

Behind every polished video is approximately 47 takes, a few forgotten lines, and at least one person laughing too hard to continue. 😂

We thought we'd share some of the moments that didn't make the final cut.

Because while we take financial planning seriously, we don't take ourselves too seriously.

Enjoy the bloopers! 🎬✨

Our September book club pick is *The Thursday Murder Club* by Richard Osman 📚🔍What happens when four clever retirees in ...
08/13/2026

Our September book club pick is *The Thursday Murder Club* by Richard Osman 📚🔍

What happens when four clever retirees in a peaceful retirement village meet weekly to discuss unsolved crimes? They find themselves in the middle of a real murder investigation, of course.

Filled with humor, charm, unexpected friendships, and plenty of twists, this bestselling mystery is as heartwarming as it is entertaining. We can't wait to follow the clues, compare theories, and discuss all the surprises along the way.

Join us as we dive into this delightful whodunit!

Some stories are harder to tell than others.This month, we're sharing one of the most personal blogs we've ever publishe...
08/10/2026

Some stories are harder to tell than others.

This month, we're sharing one of the most personal blogs we've ever published. Sarin reflects on the loss of her mom, the lessons grief has taught her, and how the past year has reshaped the way she thinks about strength, family, and legacy.

It's a heartfelt reminder that the people who have the greatest impact on our lives are often the ones whose quiet acts of love become the foundation for everything else.

We hope you'll take a few minutes to read it. 💚

Address

1 Garfield Circle Unit 2
Burlington, MA
01803

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