Exciting Award Announcement! Forbes Best-in-State Wealth Advisor!

All of us at Sweet Financial Services and Raymond James are proud to announce that our very own Bryan Sweet has been ranked on the … Read more

Year End Planning Roth Conversions

2020 Tax Season: Important Information and Dates

 As we prepare for tax season, we want to keep you apprised of when you can expect to receive your tax documentation from Raymond James.  … Read more

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This Event Has Passed: Andre Norman, the Ambassador of Hope

Have you found 2020 to be a challenging year? Could you use a dose of inspiration to end the year strong? Join us from the … Read more

What you need to know… Protect your home, business, farms and family

In this interactive town hall session you will hear from John Anthony, CEO & Connie Anthony, CMO of Peterson-Anthony insurance on some of the coverage … Read more

The 6 Stages of Retirement

When it comes to retirement, mental and emotional preparation are just as important as financial preparation. In the process of planning for retirement, we tend … Read more

Your Post-CARES Act Guide

Explore the act’s impact on year-end planning. Signed into law on March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act offered an … Read more

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Women Forward of Sweet Financial Services Presents…Happy, Healthy & Wealthy –Creating Daily Joy, Abundant Time and Building Wealth

Thursday, August 27, 2020 at 5:30pm  This event is specially designed for the woman who is looking to create her own happiness, focus on what … Read more

Top Year-End Investment Tips
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Sweet Financial Services Presents……$6MM + Estate Planning

Your Virtual Meeting Series: Wednesday, August 19th, 2020 at 4pm cst Estate planning is very important for both you and those you care about most. … Read more

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Sweet Financial Services Presents……Leading Through Adversity – A Special Event for Business Owners

Your Virtual Meeting Series: Wednesday, August 5th, 2020 at 4pm cst 2020 has brought forward a series of events that no one could have predicted. … Read more

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Sweet Financial Services Presents……Over 55 & Not Yet Started Social Security?

Your Virtual Meeting Series: Wednesday, July 22nd, 2020 at 4pm cst This educational webinar is specifically designed for those ages 55 and over who have not yet started Social … Read more

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Event Has Passed: Margaritas & Markets

The first half of 2020 has brought forward a series of events that no one could have predicted with so much that has been outside … Read more

Top Year-End Investment Tips
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IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs.

Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an IRA or company plan. By “ALL” … Read more