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.
The Summit Process
Discovery
This meeting focuses on you. We’ll explore your finances, lifestyle goals and retirement plans, then outline a personalized strategy with a clear roadmap to achieve your objectives.
Analysis
We deepen our insights and craft strategies tailored to your needs, simplifying decisions to create a clear plan that aligns your retirement with your vision.
Strategy
We assist with setting up accounts and transferring assets securely, ensuring every step aligns with your strategic plan and retirement goals.
Orientation
We provide the tools, support and resources you need for long-term success. You’ll meet your team, plan regular reviews and connect with others on similar retirement journeys.
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