Services – Technology Professionals
Technology Professionals
Tech savvy and financially confident
Strategic Solutions for Retirement-Ready Professionals
Your Retirement Success Starts Now
As you approach retirement in the next few years, you need more than just investment management – you need a comprehensive strategy that optimizes your retirement income and minimizes taxes. At Sonmore Financial, we help East Valley professionals like you transform decades of disciplined saving into tax-efficient retirement income. Our systematic approach combines technical expertise with strategic tax planning, ensuring you make the most of everything you’ve built. Let us handle the complex analysis and detailed planning, giving you the confidence to focus on your transition to retirement.
Delivering Excellence
Our highly individualized approach means that you can depend on Sonmore Financial to know what it takes to help you reach your chosen destination. We work closely with you to develop a plan for your finances, whether that includes evaluating your executive compensation package or assessing a pending IPO. And we can also help take the sting out of your taxes, harnessing the superior know-how of our wide network of professional associates.
Liquidity Event
Equity Compensation Planning
Tax
How we work with
Retirees and Pre-Retirees
20-Minute Call – Are We a Fit?
A 20-minute call will let us learn about your financial situation and determine whether our expertise is a fit for your needs. If we’re not the right financial partner for you, we will happily point you to the right person.
1-Hour Discovery – Gather Information and Build The Foundation
The next step is a one-hour meeting (in the office or via Zoom). Ahead of the call we’ll send “homework” that allows us to develop a high-level view of your entire financial situation. We will get crystal clear on your financial goals, needs, and concerns and use the information we gather to build your SMART Analysis.
1-Hour Review SMART Analysis
Our third meeting is an in-person session in our office to present your SMART Analysis and discuss our findings and recommendations. You’ll walk away with a detailed overview of your current situation and clarity about your options and next steps.
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:
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.
