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Our Mission
SMB Capital’s mission is to equip our clients in their plan for success in their personal lives, businesses, organizations as well as in their retirement. Benjamin Franklin is credited with coining the phrase, “If you fail to plan, you are planning to fail.” Such a simple statement that has such a profound effect on personal finances, businesses, and organizations.
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Identifying issues is the first step in developing a successful plan. All issues have a solution. Our confidential comprehensive approach seeks to equip each client with clear concise information that speaks directly to the issues they care about most. Only then do we believe that clients can make an informed decision that best addresses their needs.
According to Sean Dension’s September 2019 Yahoo Finance article, “64% of Americans will retire broke.” Prior proper planning for retirement is the only solution to changing the statistics. SMB Capital is committed to being a part of the solution that prevents failure in retirement from occurring. If you need to revisit your current plan or don’t have a plan at all, we want to work with you. Contact us today for your free initial consultation.
Meet The Team
Steven Baran
Premier Consultant
"Helping people has always been a natural instinct growing up. Now I am able to help those who are impacting the community by growing success in thier businesses."
Mara Baran
Marketing Coordintator
"I have always enjoyed creativity and strategizing so being able to use both in order to provide success is has been extremely fulfilling."