Retire Your Way. Comprehensive financial planning for a better retirement

How We Help
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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.

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The Summit Process™

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Discovery

The first phase of our process is designed to get to know one another, determine if we are a good fit.

The first phase of our process is designed to get to know one another, determine if we are a good fit and gather the necessary information to prepare a Summit Strategy.

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Strategy

The second phase of our process is to review and assess your personalized Summit Discovery.

The second phase of our process is to review your personalized Summit Discovery. We will work through this analysis together to determine if there are any gaps in your plan. The Summit Discovery is designed for you to provide a 1-10 score on five key areas and determine if you want to take steps to improve any area. Once the decision to move forward is made, our team will begin the process of building a personalized strategy to address all the areas you want to fix.

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Journey

The third phase of our process is to finalize the various strategies to close any gaps in your plan.

The third phase of our process is to finalize the various strategies to close any gaps in your plan. We’ll also introduce you to your VIP team, who will work with you to implement your plan and provide ongoing service and updates for the duration of your retirement.

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Discover How
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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