Retire Your Way. Comprehensive financial planning for a better retirement
The lifestyle you’ve earned.
The retirement guidance you deserve.
At SOKY Financial, we believe you deserve more from your financial professional. Just as no two people are alike, neither are their dreams for retirement. We take the time to build customized retirement plans tailored to your specific needs, goals and situation.
You’ve worked hard to build your wealth and legacy. We can help you make the most of it.
Take Control of Your Retirement — Try The Calculator
Planning for the future starts with understanding where you stand today.
The Tax Bill Calculator makes it simple to see how taxes might impact your retirement income.
What happens when you come for a visit:
Connect
We'll review your current situation before discussing your goals and objectives to get a clear understanding of what's important to you.
Strategize
Using our comprehensive planning process, we'll design a custom strategy that addresses the key areas of your financial picture.
Implement & Maintain
We'll put your custom plan into action. While you enjoy retirement, we'll monitor regularly to help ensure your plan stays on track for as long as you live.
Are you prepared for the next phase of retirement?
To confidently rappel down the retirement summit, you need gear and a guide, but what else?
Download our complimentary guide to discover:
- What four retirement-related questions you should answer today
- Why putting your finances to use during retirement requires a strategy
- Where to turn for financial guidance