What We Do
SBI stands for small business and individual. We provide tax and financial services (investments, retirement plans, insurance, estate planning).
Color Preferences
Green as the primary. White, Blue, Gray, Brown, or Black could be secondary colors.
Our Ideas & Additional Information
Due to compliance reasons, we have two use seperate names. SBI Tax & Financial Services, Inc. provides the tax and accounting services. SBI Financial Services provides the investments, insurance, etc. Through a seperate affiliation, we have a network of professionals that offer mortgage, banking, auto/home insurance, and other services. We are looking for the "SBI" to be what is branded. We thought of using some type of ring or symbol that would represent the services we provide. To be clear, they are as followed: 1. Tax/Accounting 2. Financial Services 3. Other related services