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4200 Truxtun Avenue, Suite 102, Bakersfield, CA 93309

(661) 321-3266
laura@shinaultbakercpa.com
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Live With Confidence,
Retire With Dignity

Guiding you to preserve what you’ve built and enjoy the family-centered life you envision.

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Empowering Confident Decisions Across Generations

Empowering Confident Decisions Across Generations

At SBC Financial Services, we unite seasoned financial guidance with tax-intelligent planning to help you simplify complexity and make confident decisions. Based in Bakersfield, CA, and serving clients across the U.S., our independent wealth services firm works side by side with our clients to create clarity, empower confident decisions, and enjoy family-centered lives that benefit future generations.

Building Trust By Listening First

Building Trust By Listening First

wealth services For over two decades, our independent wealth services firm has helped clients bring order to their financial lives. Our approach is personal and practical. We listen first, review the full picture, and then translate the numbers into plain English. Your plan will be designed around your goals, values, and tolerance for risk, giving you a clear path forward without unnecessary complexity.

Planning For The Whole Picture

Your financial life isn’t just about investments. It’s about income, assets, debts, liabilities, and everything in between. We review it all to create strategies that fit your goals, values, and stage of life.

Personal Wealth Services

Through planning that considers your full wealth picture, we bring your finances into focus to help you pursue your goals.

Build Your Future

Business Advisory Services

From retirement plan consulting to succession strategies, we help you balance today’s needs with tomorrow’s opportunities.

Create Lasting Success

Enjoy Today And Plan
For Tomorrow

The choices you make today shape not only your retirement but also the legacy you leave behind.
Let our independent financial planning and wealth advisory firm simplify the path forward so
you can enjoy the moments that matter most.

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Guidance For Every Life Stage And Season

We serve people who value clarity, personal connection, and planning that takes the full picture into account. We help simplify the complex and move you forward with confidence.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for or living out their golden years with confidence, income stability, and dignity.

Business Owners

Business Owners

Balancing growth today with succession and transition planning for tomorrow.

Working Professionals

Working Professionals

Building strategies that integrate investments, tax planning, and protection.

Women

Women

Looking for a trusted voice and clear guidance to help them take control of their financial lives.

Explore Who We Serve

Stay Informed And Prepared With Curated Resources

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Contact Us Today

Whether you’re preparing for retirement, managing your business, or organizing your family’s financial picture, we’re here to help you take the next step with confidence. 

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