Secure Your
Financial Independence
Welcome to SBS Retirement
Guiding You Towards Your Best Life in Retirement
We help you simplify and enrich your life as we guide you through the complexities of planning for your retirement. As specialists with extensive experience, let us focus on your retirement planning so you can spend your time doing what you enjoy, both now and in the future.
Our advisors are here to help you strategize
As you near retirement, have you wondered...?
- "Are my kids set up well?"
- "Have I saved enough?"
- "Can I afford a big trip?"
- "When do I sign up for Medicare?"
- "Will I outlive my savings?"
- "When should I downsize?"
At your service
Our Family Supporting Yours
SBS Retirement helps you plan for a secure and comfortable retirement with a personalized plan that fits your needs and budget.
Holistic Retirement Strategy
Develop a Comprehensive Plan
Secure Your Retirement Future
Let's Start a Conversation
Get help planning for your future retirement starting right now. Our experienced financial advisors will review what you own, how much you are willing to risk, and create an investment plan just for you.
Here to Walk You Through Every Detail
Let's Plan Your Retirement
Alaska State + Federal
Alaska State + Federal
Contact to Learn MoreAlaska Unions
Alaska Unions
Contact to Learn MorePersonalized Retirement Planning
retirement Planning
Contact to Learn MoreWealth Management & Retirement Planning
Our goal is to help simplify and enrich your life. Using our client-centered approach, we will help guide you through the complexities of planning for your retirement and wealth management.
- Do I have enough to retire?
- When should I draw my social security benefit?
- Can you help me manage my assets?
- Should I have an Estate Plan?
State of Alaska Employees
We specialize in providing tailored financial advice and support to State of Alaska employees. We understand that your financial needs and goals may have changed throughout your career with the state, which is why we offer personalized financial planning and guidance to help you achieve long-term financial stability.
- What are my pension options (PERS & TRS)?
- How does my health care insurance coordinate with MediCare?
- Once I retire what do I do with my SBS and Deferred Comp?
- Is my Social Security benefit affected by the windfall elimination provision (WEP)?
- Should I sign up for Long Term Care Insurance?
Federal Government Employees
We understand the importance of securing your financial future and planning for any unforeseen events. That’s why we are committed to helping Federal Government Employees manage their finances and address any concerns they may have.
- What are my pension options (FERS & CSRS)?
- How does my health care insurance coordinate with MediCare?
- Once I retire what do I do with my Thrift Savings Plan (TSP)?
- Should I sign up for Long Term Care Insurance?
- How does the Social Security supplement work?
Alaskan Unions
We understand the unique financial challenges and opportunities that union members may face, and we are here to assist you with experience and insight while navigating them.
- What do I do with my retirement plan?
- When should I sign up for Social Security?
- Can you help me manage my assets?
- Should I sign up for Long Term Care Insurance?
Giving back
SBS In the Community
We have made a commitment to giving back—our time, energy, and resources—to the organizations and charities listed here.
