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.

Tax season is upon us — Beginning February 1, schedule an in-branch appointment for individual tax filing, tax deduction reviews, state and federal tax filing, and optimization.

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. Security Benefits Center offers Investment Advisory Services through IAMS Wealth Management, LLC (Omaha, NE 888-255-7670), an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempt from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management, LLC and its Advisors do not render tax, legal, or accounting advice. Security Benefits Center is not a Registered Investment Advisor and is not an affiliate of IAMS Wealth Management, LLC.