We are Financial Professionals
Financial & Insurance Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Retirement Planning
Our organization prides itself on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our clients’ wealth into a coordinated strategy.
Income Planning
Whether you’re just beginning your retirement journey or it’s already underway, you may be skeptical about whether you’ll have enough retirement income to maintain your preferred lifestyle.
Legacy Planning
Enhanced planning is one key element of any retirement strategy, helping ensure that your legacy is one of family harmony, regardless of the size of your estate.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Social Security Maximazation
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Our FounderDon Soard
Making strong commitments to our clients and building life-long relationships are tenets of success at Soard Financial Management, LLC.
Contact Soard Financial
Schedule a client meeting or first time consultation with us.