What We Do
Sonnenberg Financial Solutions is committed to providing personalized financial planning that is focused on your unique needs and goals. Our holistic approach ensures that you receive comprehensive advice and guidance on every aspect of your personal finance. Trust us to help you plan for your future.
Financial Planning
We’re committed to providing personalized financial solutions that set you up for long-term success. By understanding your unique needs and goals, we create customized plans that consider every aspect of your financial situation. Our services cover retirement income planning, inheritance planning, education savings, and estate considerations. With our experience and guidance, you can feel confident in your financial future
Risk Management
Don’t leave your family’s security to chance. At SFS, we specialize in guiding individuals and families through life insurance and long-term care insurance. Protecting against the unexpected, such as accidents or premature death, is key to maintaining financial security. We’ll work with you to find the right coverage at the right price. Take the first step toward financial confidence and schedule a consultation today.
Investment Management
Investing your hard-earned money can be daunting and trying to learn it all on your own can be information overload. At SFS we do the research for you. With our active management, our goal is to help you grow your wealth and achieve financial security. We take a thoughtful and disciplined approach to investing by focusing on building a diversified portfolio that is tailored to your unique needs and goals.
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How We Work
01
Initial Consultation
Our first meeting is a free, no-obligation phone call where we’ll get to know each other. During this call, we won’t request any financial statements or personal details. Instead, we’ll focus on understanding your goals and determining if we’re a good fit to work together.
02
Information Gathering Meeting
If we decide to move forward, this meeting will focus on gathering the necessary financial information. We’ll provide a checklist of documents we'll need to help us start crafting your plan. During this session, we'll hone in on your specific goals and explore the areas where you need assistance.
03
Implementation & Ongoing Support
After analyzing your situation, we’ll present and review your personalized financial plan. As a client, you’ll receive regular reviews to ensure your plan stays on track, and we’re always available to address any questions or concerns throughout the year. Our holistic approach includes ongoing reviews of your beneficiaries, estate plan, and risk management needs to keep everything aligned with your long-term goals.