Retirees and Pre-Retirees

See and live your future — confidently.
“Often when you think you’re at the end of something, you’re at the beginning of something else.”
—Fred Rogers

This is Your Time

Your retirement represents the successful completion of one life phase and the exciting beginning of another. You want your resources to work cohesively to deliver a low-stress, secure, dependable lifestyle, giving you the freedom to spend your time on the people, activities, and causes that are most important to you.

Let Sonmore Financial put our leading-edge planning and financial management tools to work for you, allowing you to enter the next phase of your life adventure with confidence and anticipation.

Retirement Planning Simplified

Whether you’re approaching retirement or already there, Sonmore Financial can help you prepare a map for your retirement that takes the worry out of your next life phase. Our forecasting tools can give you a peek into the future, utilizing various scenarios to “stress-test” your financial plan. And our investment management services put proven financial research at your service, freeing you up to do all the things you’ve been saving for during your active working career.

Our fiduciary planners meet with you to gather the information about what you want to prioritize in your investments, goals, and needs. Then we work with you to develop a personalized financial plan that is an accurate reflection of your unique situation. Along the way, we help you maximize the tax-efficiency of your investments and other aspects of your financial plans, helping you keep more of the assets you’ve worked for.

Retirement Goal


Cash Flow

How We Work with Retirees and Pre-Retirees

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

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.

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Sonmore 2024 Tax Planning Guide for Retirement ebook cover

Free Download: 2024 Tax Planning Guide for Retirement