About Us
Planning Futures
Comprehensive Approach
Comprehensive Approach
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Investment advice
- Retirement planning
- Education funding
- Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
Comprehensive Approach
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Comprehensive Approach
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
SBU Financial Group
Perfect Savings Plan
SBU Financial Group emphasizes a financial Needs Analysis plan for building a Perfect Savings Plan and Company Services. These plans are not based on a cookie cutter business or financial services, but a 7-step emphasis using a variety of strategic options but centered on a core principal. By utilizing the national market of companies we can provide choices of employee benefits, business services, accounting, and government contracts.
Announce coming events
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Display real testimonials
Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.
Promote current deals
Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.
Share the big news
Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.
Display their FAQs
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
SBU Services
Government Contracts
Department of Defense Architecture Framework (DoDAF)
PPBE Subject Matter Experts
We can help you register and compete for federal government contracts.
PPBE Subject Matter Experts
Department of Defense Architecture Framework (DoDAF)
PPBE Subject Matter Experts
SBU is a growing collaborative business opportunity for Planning, Programming, Budgeting, and Execution (PPBE) subject matter experts (SME). We have PPBE SMEs who have experience providing resource management strategies, program support and program integration from the Office of the Secretary of Defense to the lowest level of all Military Departments. We understand standard military appropriations and working capital funds.
Department of Defense Architecture Framework (DoDAF)
Department of Defense Architecture Framework (DoDAF)
Department of Defense Architecture Framework (DoDAF)
We understand the models that make the DODAF a value-added framework to support the PPBE process. We have PPBE SMEs that can map the functional requirements using the Project Viewpoint DODAF-described models.
Starting a Business
International Business Collaboration and Development
Department of Defense Architecture Framework (DoDAF)
We take entrepreneurs from business concept to business reality. We create business plans, help with business structure and registration, and taxes. We lead you through the process of successfully competing for U.S and international government contracts.
International Business Collaboration and Development
International Business Collaboration and Development
International Business Collaboration and Development
We use our network of international business owners to establish collaborative relationships to market and sell products and services.
Our Team
Financial Planner #1 Adam
Jennifer began her finance career in April 1999 at Ruman Limited Partners. In November of 1992, she left RLP and started her sales career as an agent with S&H Ltd.
Financial Planner #2 Darrell
Jane began her finance career in April 1997 at Soresen Limited Partners. In November of 1992, she left Sorenson and started her sales career as an agent with S&H Ltd.
Financial Planner #3 ???
Jeff began his finance career in April 2010 at Gage Ltd. In November of 1992, Jeff left Gage and started his sales career as an agent with S&H Ltd.