About
Welcome to TAX-SMART Retirement Planning
Turn Your Lifetime of Disciplined Saving into an Optimized Retirement Strategy
Welcome to Sonmore Financial
If you’re here, you’re likely approaching retirement and looking for a detailed analysis of your options so you can make smart decisions that maximize your options.
A few things we already know about you…
You’ve built wealth through disciplined saving and smart career choices
You believe in stewardship and are generous with the people and causes you love
You want a systematic approach to creating reliable, tax-efficient income in retirement
You’re concerned about taxes and want to avoid overpaying and keep more of what you earn
You’re looking for a local advisor who can offer clear, detailed explanations of your options
If you’re looking for…
A systematic approach to maximizing your retirement income and minimizing taxes
Clear analysis of your retirement options and choices
Step-by-step guidance from a detail-oriented planning partner
A local advisor who shares your commitment to careful stewardship and philanthropy
Long-term delegation to a financial partner who will offer lifetime guidance
Does that sound like you?
We Built Sonmore Financial to Help Analytical Thinkers Create Tax-Efficient Retirement Strategies
Growing up in a family of engineers and financial advisors shaped how I see the world. My father, a mechanical engineer who spent decades at the same company, taught me that details matter and systematic approaches work.
On family road trips, we’d listen to Zig Ziglar tapes and discuss goal-setting. After years in the financial industry, I noticed a gap:
Many retirement strategies weren’t optimized for tax efficiency, and clients weren’t getting the detailed analysis they deserved. I knew I could serve them better.
Today, Sonmore Financial serves a self-selected group of engineers, tech professionals, business owners, and thinkers who appreciate our methodical approach to retirement planning.
Our clients are typically disciplined savers who’ve built wealth steadily over decades. They’re approaching retirement and want sophisticated tax planning combined with careful stewardship of their resources.
Meet Your Team
Matthew Benson, CFP®
Founder | CERTIFIED FINANCIAL PLANNER®
Joe Boison
Operations and Administrative Manager
