SBC Financial

Make your money start working for YOU!
Community West Credit Union has partnered with SBC (Security Benefits Center) Financial to assist members with their unique financial planning needs. SBC Financial offers various services, including wealth management, tax reduction planning, retirement income and distribution planning, and estate planning. When it comes to financial and retirement planning, the SBC Financial team takes the time to understand your specific financial situation and learn your goals for 5, 10, 15, or even 20 years down the road. If you are interested in learning more about the variety of services offered, visit their website.

Get in contact with SBC Financial by filling out the contact form.

SBC Financial Contact Form

*This information will be shared directly with our third-party partner, Security Benefits Center. Please do not include any sensitive information, such as account information, social security number, card number/PIN, or tax identification number.

**Securities and insurance offered through Security Benefits Center are not insured by NCUA. Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through SBC Financial. SBC Financial is a separate and unaffiliated entity from Simplicity Wealth.