Pursue Your Financial Independence

Welcome to SBS Retirement

Helping Guide 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.

Retired couple embracing on a lakeside dock at sunset

Retired couple smiling at a tablet together on their sofa

Retiree checking his phone while fishing from a riverbank

Our advisors are here to help you strategize

As you near retirement, have you wondered…?

“Are my kids set up well?”

“When do I sign up for Medicare?”

“Have I saved enough?”

“Will I outlive my savings?”

“Can I afford a big trip?”

“When should I downsize?”

Let’s Talk

The SBS Retirement Consultants team in Fairbanks, Alaska

At your service

Our Family Supporting Yours

SBS Retirement helps you plan for a secure and comfortable retirement with a personalized plan that addresses your needs and budget.

Meet Our Team

Holistic Retirement Strategy

Develop a Comprehensive Plan

Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

Accumulation

How to target asset growth

Risk Management

How to help protect your assets

Taxation

How to potentially minimize your tax burden

Retirement Planning

How to distribute your assets in a tax-advantaged way

Estate Planning

How to preserve your assets

Long-Term Care

Why it’s important to consider a plan for the realities of aging.

Learn More About Each Area

Neither SBS Retirement Consultants nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

HELP 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.

Get In Touch

Here to Walk You Through Every Detail

Let’s Plan Your Retirement

Wealth 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?

Learn More

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?

Learn More

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)?

Do I have options for Long Term Care Insurance?

How does the Social Security supplement work?

Learn More

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?

Learn More