Creating a path that is right for you.
When it comes to securing your financial future, there’s no foolproof product or plan.
We understand the uncertainty associated with investments and the markets. Investing is necessary for income security and sustainability in the future, but higher expected returns mean nothing without a solid plan to anchor them.
At Sonmore Financial, we empower technology and aerospace professionals, families and couples; and retirees to achieve success with our advanced financial planning process and commitment to customized service and attention.
Partner with our team to establish a solid, balanced financial plan, supplemented with strategic, ongoing rebalancing, that is unique to your needs and goals. Our personal attention and singular focus help our clients realize exceptional results — and we’re ready to take your financial plan to the next level.
Clients who are approaching or in retirement count on Sonmore Financial for guidance, not only in making wise strategic choices for their retirement funds, but also for building a plan for secure retirement income that takes into consideration Social Security and other pension income, smart Medicare options, and tax-efficient withdrawal strategies to provide secure income streams for the client’s “encore act.”
From tax-favored 529 education savings plans to custodial accounts and gifting strategies, we offer expert counsel for parents and grandparents who want to ensure the best possible education for the next generation. Our advisors can lead you through a menu of options to find the strategy that works best for you.
We assist clients with assessing their need for various types of insurance and other strategies to mitigate financial risks posed by unexpected events including death of the client or a key stakeholder, long-term health issues, and disability due to accidental injury or disease.
Thriving executives look to Sonmore Financial to help clients enjoy the maximum benefit from plans involving incentive compensation options (ISOs), restricted stock units (RSUs), employee stock purchase plans (ESPPs), and other employee compensation packages, including tax-efficient strategies for disposition and strategic diversification plans upon vesting and distribution.
We assist clients with fairly valuing and selling businesses as well as developing business succession plans to ensure a passing of the leadership baton that is smooth and conflict-free. We can help founders identify qualified successor candidates as well as build a plan and accompanying documentation that efficiently prepare for the transition to new leadership. We also advise family businesses as they look toward onboarding the next generation of leaders.
Whether for your business, your family foundation, or your household, Sonmore Financial can work with you to develop a cash flow planning strategy that is integrated with your needs, goals, and strategies. We can help you establish or augment an emergency fund, analyze receivables and payables, and ensure that your cash management practices are aligned with your real-world needs.
Sonmore Financial is a fiduciary financial advisor and wealth manager. That means that we are professionally and ethically bound to provide products, recommendations, and guidance that place the client’s interests ahead of our own. We are also obligated to avoid conflicts of interest to the extent possible and to inform you in writing, in advance of taking any action on your behalf, of any such conflicts that do exist. When you work with Sonmore Financial, you can be assured that your needs come first—always.
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Whether you are building assets for the future or seeking to protect, enjoy and pass on those you already have, Sonmore Financial provides the sound, professional counsel to help you get there, with confidence. Learn more about what you can expect in the first 90 days with our team.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through Sonmore Financial, LLC, a Registered Investment Advisor in the State of Arizona.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
