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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Assessment

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

The first step 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 no-obligation Summit Analysis.

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Analysis

The second step of our process is to review and assess your personalized Summit Analysis.

The second step of our process is to review your personalized Summit Analysis. We will work through this analysis together to determine if there are any gaps in your plan. The Summit Analysis 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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Strategy

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

The third step 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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Orientation

The fourth step of our process will continue with ongoing annual strategy meetings and tactical meetings.

Once you are fully onboarded and your strategy has been implemented, we will continue to provide ongoing annual strategy meetings and tactical meetings as needed. We’ll also send out invites to client and community events for you and any family members. Our mission is to provide the best client experience in our marketplace and to engage with any other professionals needed to help you continue to grow and prosper throughout your retirement years.

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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