Do you know what your retirement tax bill looks like?
What tax-smart Arizona retirees do differently
Do you know what your retirement tax bill looks like?
What tax-smart Arizona retirees do differently
Luminaries Class of 2023
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ThinkAdvisor has recognized Matthew Benson, CFP®, Owner of Sonmore Financial, in the LUMINARIES Class of 2023. As one of only eight named to the Community Impact category for Individual Registered Investment Advisors, Benson was chosen for his philanthropy within the financial services industry.
“It is an honor to be named in the Class of 2023 LUMINARIES,” Benson said. “At Sonmore, our team is proud to work hard within our East Valley community to make an impactful contribution locally, and it is important to me to volunteer my time to organizations that can affect change, especially to advocate financial literacy.”
Now in its third year, the LUMINARIES program aims to highlight top-performing industry participants by shining a spotlight on those individuals and firms that are changing the investment advisory industry in different ways. This year’s categories focus on Community Impact; Financial and Investment Innovation; Executive Leadership; and Thought Leadership and Education. The finalists were selected by a diverse panel of judges that span expertise from across the advisory industry.
Matthew Benson and his team at Sonmore Financial work with clients nearing retirement or already in retirement, helping them to achieve the freedom to work less and enjoy life. Based in the East Valley, they also serve Arizona’s aerospace business executives and technology professionals, helping their clients to maximize their financial planning, make tax-smart decisions, and provide guidance on charitable giving strategies.
To learn more about Matthew Benson and the Class of 2023 finalists, please visit: https://event.thinkadvisor.com/luminaries-awards/class-2023
About Sonmore Financial, LLC
Based in Chandler, Arizona, Sonmore Financial empowers technology, aerospace professionals, and families and couples planning for or already enjoying retirement. Serving as a personal financial concierge, the firm delivers highly individualized financial planning services to allow their clients to achieve financial freedom.
