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Arizona Aerospace

Limitless horizons for your financial future.

“What do dreams know of boundaries?” —Amelia Earhart
“
Financial Solutions for Industry Leaders

To Soar Beyond

Limitations exist to be overcome. Sonmore Financial combines market-tested financial research with peerless individualized attention to deliver a superior client experience. You can depend on us to monitor the intricate details of the markets, the economy, and the legal and taxation environment in order to keep you on course to your most important goals. You tell us where you want to go; we’ll provide the smoothest journey possible.

On Course for Success

Our depth of experience enables us to serve as the dependable support system for your financial strategy. Let us provide you with tax-efficient investment management, superior forecasting services, and unparalleled attention to your unique priorities, goals, and needs. Sonmore Financial handles the daily details and necessary course corrections, affording you the luxury of time to focus on what matters most to you.

Equity Compensation
Planning

  • Compensation structure planning
  • Risk management assessment
  • Non-qualified stock options (NSOs)
  • Incentive stock options (ISOs)
  • Restricted stock units (RSUs)

Tax
Strategies

  • Bonus depreciation considerations
  • Tax credits
  • Research and development
  • Tax efficient investments

Liquidity Event
Planning

  • Exit scenarios
  • Reducing taxes
  • Legacy and charitable giving
  • Considerations for IPOs and acquisitions
  • Living well today and saving for tomorrow

How We Work with Arizona Aerospace

Step 1
Purposeful Listening
As fiduciary financial advisors, we can’t do anything until we understand as much as possible about you: your priorities, your goals, your resources, your feelings about money and investing, and even your hopes and dreams. That’s why everything at Sonmore Financial starts with us listening to you. We’ll ask questions, and then we’ll listen intently as you tell us what we need to know in order to provide premier financial and wealth management service, tailored to your specific needs.
Step 1
Step 2
Clear Communication
The best information in the world isn’t helpful if it isn’t presented in a way that you understand. At Sonmore Financial, we believe you are entitled to clear communication in non-technical terms that you understand. We will never implement any course of action on your behalf until you have all the information you need, provided in terms that make sense to you.
Step 2
Step 3
Consistent Follow-Up
Your financial plan is not a “set-it-and-forget-it” matter. After all, markets change, economic trends change, tax and estate laws change, and most important of all, your life changes. What was vital yesterday may be less important tomorrow. That’s why, at Sonmore Financial, our process includes regularly scheduled follow-ups, allowing us to ensure that our efforts for you are still aligned with what is most important in your life.
Step 3
DEPENDABILITY

Simplify Your Financial Picture

At Sonmore Financial, the premium we place on communication runs both ways: you should expect us to provide it to you, and we make it easy for you to provide it to us. That includes a world-class online client portal, where you can:

  • Check account balances and transaction information
  • Securely store and access important financial and legal documents
  • Access the latest economic and financial research
  • Communicate with our team
  • And much more

You also want to stay well-informed, and Sonmore Financial provides a wealth of informative articles on current topics of interest. You can read our blog articles anytime, and you can also subscribe to our free monthly online newsletter.

All this means that you can depend on Sonmore Financial: for ongoing dialogue; for innovative, personalized counsel; for ongoing financial education; and most of all, for prompt answers—usually within 24 hours—to your pressing financial planning, wealth and investment management, and other questions.

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Free Download: 2024 Tax Planning Guide for Retirement

  • Contribute to Tax-Advantaged 401(k)s, IRAs, HSAs
  • Make Back Door Roth Conversions
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