SBS Retirement Consultants

SBS Retirement Consultants Customized and affordable retirement planning for your secure and comfortable future.

How far out are you from retirement?- 5+ years away- 2 to 5 years away- Less than 2 years (it's getting real!)No matter ...
06/23/2026

How far out are you from retirement?

- 5+ years away
- 2 to 5 years away
- Less than 2 years (it's getting real!)

No matter where you are in the timeline, it's never too early or too late to start asking the right questions.

Happy Father's Day from the SBS family!
06/21/2026

Happy Father's Day from the SBS family!

Estate planning is easier than leaving it to your heirs. The emotional core of estate planning is this: you’re protectin...
06/19/2026

Estate planning is easier than leaving it to your heirs.

The emotional core of estate planning is this: you’re protecting the people you love. You’re giving them clarity during a time that’s already hard.

If you’ve been thinking, “I should really do this,” we can help you take the first step and coordinate it with your retirement plan so it’s not just documents; it’s a working strategy.

Schedule a complimentary discovery appointment today, and we’ll help you map out what to do next.

TRS Tip: Start your retirement paperwork 3 to 6 months early.Most teachers don't realize how far in advance the process ...
06/17/2026

TRS Tip: Start your retirement paperwork 3 to 6 months early.

Most teachers don't realize how far in advance the process needs to begin. And depending on your district, submitting early could even come with a financial bonus.

Check with your local HR to find out what deadlines or incentives apply to you.

When was the last time you checked the beneficiary on your accounts? We challenge you to pick one account and take a few...
06/15/2026

When was the last time you checked the beneficiary on your accounts? We challenge you to pick one account and take a few minutes to check your beneficiary.

If it's time for a review, please give us a call!

Retirement planning can feel overwhelming. That's why we've put together free guides to help break it down. Find resourc...
06/13/2026

Retirement planning can feel overwhelming. That's why we've put together free guides to help break it down.

Find resources designed to aid you in your retirement journey: https://sbsrc.com/guides/

In the journey of retirement, follow a guide you trust. Retiring can be a thrilling adventure. You can discover new hobb...
06/11/2026

In the journey of retirement, follow a guide you trust.

Retiring can be a thrilling adventure. You can discover new hobbies, relax and appreciate life’s little joys, and spend quality time with loved ones. To make the most of retirement, it’s important that you’ve managed your resources wisely. Let’s work together to help you create a purposeful, joyful, and adventurous future.

Discover how SBS Retirement Consultants can help you plan for your best years: https://sbsrc.com/retirement-planning/

06/08/2026

Estate planning isn’t just about what happens after you’re gone; it’s also about protecting your loved ones while you’re still here.

If you became unable to make financial or medical decisions, would your family know what to do?

Documents like a power of attorney and medical directive help provide clarity when it matters most. Don’t leave your loved ones guessing.

Need help getting started? Contact SBS Retirement Consultants today.

Shannon's daughter, Zoe, just graduated from the University of Arizona with a degree in Business Management along with a...
06/03/2026

Shannon's daughter, Zoe, just graduated from the University of Arizona with a degree in Business Management along with a Sports Management Certificate. Congratulations, Zoe!

06/01/2026

One of the biggest estate planning mistakes is forgetting to update your beneficiaries.

Life changes (marriage, divorce, kids, remarriage), but many beneficiary forms stay the same for years. And for accounts like IRAs, 401(k)s, and life insurance, those forms often override your will.

Take 5 minutes today to review one account. If it’s been years or you’ve had a major life change, it’s time for an update.

Contact SBS Retirement Consultants to review your estate and retirement plans.

Address

907 University Avenue
Fairbanks, AK
99709

Telephone

+19073740487

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