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 and gather the necessary information to prepare The Summit Analysis® which will be a personalized assessment of your current situation.

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 The Summit Analysis® which will be a personalized assessment of your current situation. If we agree to move further, we will provide this detailed, proprietary analysis without cost or obligation.

During our second meeting our goal will be to review The Summit Analysis® together to determine if there are any gaps or opportunities in your plan. Regardless of your decision about next steps, you will leave our visit with a comprehensive analysis of your income, investments, taxes, asset preservation, and legacy planning. If we find there are gaps or opportunities and you wish to engage with our firm to close the gaps or take advantage of any opportunities we will move to phase two.

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Strategy

When we move to phase two we begin a mutual commitment to work together to build The Summit Strategy® . The Summit Strategy® is a personalized financial plan unique to your situation and developed over 1-3 months.

When we move to phase two we begin a mutual commitment to work together to build The Summit Strategy® . The Summit Strategy® is a personalized financial plan unique to your situation and developed over 1-3 months. This strategy will lay the groundwork for your financial future by closing any gaps and taking full advantage of any opportunities. This comprehensive roadmap is designed to help you get to the top of the summit and begin the journey down safely.

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Journey

Once you have become a client, we will continue with you throughout the Journey as you navigate your retirement.

Once you have become a client, we will continue with you throughout the Journey as you navigate your retirement. Our ongoing wealth & tax management services will help you and your family to not only be prepared but make the necessary adjustment to keep you on a path of success. It is critical that we never consider financial planning as a once and done process. The ongoing assessment and course corrections are just as important as beginning the process. We have been with our clients for over 40 years and plan to continue for the next 40 plus. You will have our entire team of advisors and support personnel to help maintain your plan.
 
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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