Souders Financl Service

Welcome to Souders Financial Group, an independent financial advisory firm dedicated to providing the highest degree of independent thinking, comprehensive advice, and exceptional service to the businesses and individual investors we serve. Since 1992, we have been committed to helping individuals and businesses plan for their financial needs, offering a range of services tailored to meet the unique objectives of our clients.

Our Guiding Principles

As independent advisors, we are guided by a set of core principles that shape the way we conduct business every day. Our commitment to honesty, trust, respect, and our clients' success is at the heart of everything we do. We believe in educating our clients, empowering them to make well-informed decisions about their financial future. With no proprietary products, no obligations to investment product manufacturers, and no cross-sell quotas or home-office directives, our advice, recommendations, and strategies are always fully aligned with our clients' goals and objectives.

Our Services

At Souders Financial Group, we offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

• Investment Management: We serve with a fiduciary standard of care in managing our clients' investment accounts. We create tailored investment portfolios based on our clients' unique objectives, monitor their accounts closely, manage their investment portfolios over time, and meet regularly to discuss portfolio performance.
• Financial Planning: Our financial planning process begins with gathering and analyzing our clients' financial information and goals. Based on this information, we design, present, and implement a customized financial plan. We continue to review the plan, adapting it as necessary to any new changes in goals, market conditions, and other relevant factors. As a trusted resource for all of our clients' financial questions, we are always available to help.
• Insurance Planning: Recognizing the critical role of insurance in managing risk, we help our clients assess their insurance needs and develop strategies to protect against potential risks. Our insurance services include life, disability, and long-term care insurance.
• Corporate Retirement Plan Services: Our expertise extends to designing and managing corporate retirement plans that help businesses attract and retain talent while fulfilling their fiduciary responsibilities and improving plan outcomes. We specialize in 401(k), profit sharing, and defined contribution plans, guiding businesses through the complex process of plan selection, implementation, and ongoing management.

Our Team Approach

Our team of experienced advisors includes CERTIFIED FINANCIAL PLANNER practitioners, Certified Public Accountants, Retirement Income Certified Professionals, and Accredited Investment Fiduciaries. With our team approach, you will work directly with a primary advisor and develop a strong relationship, while benefiting from the experience of the entire team. We take pride in our open communication and accessibility, and are committed to working diligently to fulfill your needs and exceed your expectations.

As a leading independent financial advisory firm, we are dedicated to serving our clients with integrity, transparency, and a commitment to their success. Contact us today to learn more about how we can help you achieve your financial goals.