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12 Resolutions for 2020

12 Resolutions for 2020 Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions … Read more

Bryan Sweet, CLU®, ChFC®, MSFS, CFS selected to attend Raymond James Global Top 50 for 2020!

Congratulations to Bryan Sweet, CLU®, ChFC®, MSFS, CFS for being selected to attend Raymond James Global Top 50 for 2020! Raymond James Global Top 50 … Read more

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It’s a shopping revolution!

Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply religious time that each of … Read more

Reflect on the people and things we are grateful for in our lives

In November, the Thanksgiving holiday prompt many of us to do something we usually don’t spend nearly enough time doing during the other 11 months … Read more

The “Sweet Life” Digest: Fall 2019

Read all about what we’ve been up to and how we are working to make your experience with us, just a little bit Sweeter!  Enjoy! … Read more

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When is it time to take the money and run to a new investment advisor?

Written by: Liz Weston, CERTIFIED FINANCIAL PLANNER™ Dear Liz: My wife and I are in our early 30s. She has a stock portfolio that has … Read more

Event Has Passed: Ready…Set…SHRED!

Sweet Financial Services will have a shredding truck coming to our office and we would like to invite you to bring any documents that you … Read more

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It has been said there are two sides to every story

Just look at world financial markets. Stock markets and bond markets are telling very different stories.1 In the United States, stock markets were blue ribbon … Read more

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Event Has Passed: Mid-Year Update with Women Forward

Margaritas & Markets Make the MOST of the REST of 2019! Mid-year is a good time to take account of what we have seen, what … Read more

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Ah, July. Perhaps the most patriotic of months.

There are countless reasons to enjoy this sun-soaked summer month. One of our favorites is celebrating the Fourth of July. As we prepare to ring … Read more

Bryan and Brittany Present at Million Dollar Round Table in Miami, FL

Bryan and Brittany presented on Wednesday, June 12th at Million Dollar Round Table in Miami, FL on the topic of Operational Mastery and Magnetic Marketing! … Read more

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Event Has Passed: Chris Gardner, author of “The Pursuit of HappYness” will be here! Don’t miss this!!

Coming October 1st! Sweet Financial Services is proud to announce that we are bringing to you international best-selling author, speaker and award-winning film producer… Chris Gardner … Read more