About SouthBay Financial
Our Mission
At SouthBay Financial, our mission is to guide clients in mapping out a clear path toward their financial future.
We are committed to helping individuals and families build, grow, and preserve wealth with purpose.
Our focus is on creating strategies that support long-term stability and generational legacy.
We believe financial planning is not just about numbers, but about protecting what matters most to you.
Through thoughtful guidance and tailored solutions, we strive to bring clarity and confidence to every step of the journey.
Ultimately, our goal is to provide peace of mind while helping you create a meaningful legacy for your family.
OUR SERVICES
RETIREMENT PLANNING
401K/TSP/403B Rollover
401K/TSP/403B Rollover
The strategy of securing your financial future so you can enjoy peace of mind and the lifestyle you desire after your working years.
401K/TSP/403B Rollover
401K/TSP/403B Rollover
401K/TSP/403B Rollover
The process of moving your retirement savings into an annuity or another qualified plan to maintain tax advantages, expand investment options, and keep your money working for your future.
ANNUITY
401K/TSP/403B Rollover
COLLEGE PLANNING
A powerful retirement tool designed to turn your savings into guaranteed income you can count on for the future.
COLLEGE PLANNING
COLLEGE PLANNING
COLLEGE PLANNING
Building a smart financial strategy today to ensure your child to have the resources and opportunities for a brighter future tomorrow.
LIFE INSURANCE
COLLEGE PLANNING
LIFE INSURANCE
Plans designed to offer financial security while providing valuable living benefits.
BANK FINANCE
COLLEGE PLANNING
LIFE INSURANCE
Premium financing allows individuals to borrow from third-party lenders to pay insurance premiums, helping them maintain coverage without disrupting cash flow or liquidating assets.