SBG Financial Information

SBG Financial is an experienced, honest group of individuals who help build financial success in NE Wisconsin. We are a full service insurance and financial planning practice dedicated to advising in helpful products to further protect one’s retirement income from a small business and individual stand point. We have positioned ourselves as "Your Blue Collar Retirement Specialists" headquartered in Oshkosh, Wisconsin, with a satellite location in Brillion, Wisconsin. We believe in communication, education and providing diverse product options based off of the wants and needs of our clients. We work with local businesses seeking to retain talent and provide a benefit to employees. From the individual stand point, we primarily work with down-to-earth, hardworking people who fear financial exposure, have not set personal goals and are unaware of their options. We promise to try and prepare the best possible portfolio so our clients feel relieved, content and happy. Business Values Hard-work Community Involvement Loyalty Passion Honesty