We are Financial Professionals

%%COMPANY NAME%% aims to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. Schedule Complimentary Analysis

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.