Begin the Year with a Plan

As we move into 2026, now is the perfect moment to set the tone for your financial future. Just like reflecting on the past year, planning ahead gives you clarity, confidence, and peace of mind, especially when it comes to your financial goals. Whether you’re looking to grow your wealth, protect what you’ve built, or ensure income for retirement, having a thoughtful financial plan is key to long-term success.

At Summerlin Benefits Consulting and SBC Wealth Management, we combine strengths to help you craft a plan that works for 2026 and beyond. With decades of experience helping individuals secure their financial futures, our combined services offer a full suite of solutions tailored to your unique goals and life stage.

🌟 Why Start 2026 with a Financial Plan?

A solid financial plan does more than track numbers - it provides direction. It helps you:

• Clarify your goals for retirement, income, investment growth, legacy, and protection.
• Understand your risks and opportunities in today’s evolving financial landscape.
• Take action now, so you can look back at year-end with confidence instead of questions.

Whether you’re newly focused on your finances or continuing a lifelong journey, proactive planning changes outcomes, and gives you control over your future.

💼 How Our Services Can Help

Summerlin Benefits Consulting specializes in financial safety and retirement planning. We help our clients build comprehensive strategies using tools such as:

• Annuities - providing reliable income streams that you can’t outlive, with protection from market downturns.
• Fixed Indexed Universal Life Insurance (FIUL) - combining life insurance protection with potential cash value growth linked to market indexes without direct market risk.
• Fixed annuities and indexed strategies - designed to give you growth potential while safeguarding your principal.

SBC Wealth Management, serving as a fiduciary to actively manage your investment portfolio, helps by focusing on:

• Custom wealth management strategies that align with your personal financial goals.
• Active money management - not set-and-forget investing, but ongoing monitoring and adjustments as markets and your needs evolve.
• Holistic financial planning - considering your entire picture, including retirement income, risk tolerance, and legacy.

Together, we help you balance growth, protection, and flexibility - so your 2026 goals don’t stay goals, but become achievements!

📈 Your Next Steps

• Starting 2026 with a plan doesn’t have to be overwhelming - it starts with a conversation: 
• Schedule a complimentary consultation to review where you are now. 
• Evaluate your retirement income needs and savings gap.
• Review your investments and consider professional management options.
• Assess your life insurance coverage and legacy strategies.

At SBC Wealth Management and Summerlin Benefits Consulting, we provide ongoing support, personalized planning, and a partnership that grows with you. Whether you’re focused on retirement, wealth growth, or financial security, we’re here to help you build the plan that will take you confidently into the future.

👉 Start your year with purpose -- begin with a plan!
Contact us today to begin your financial journey for 2026 and beyond.