$175 for a Comprehensive Financial Retirement Plan at Sommers Financial Management LLC ($350 Value)

Saint Helens

$175
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In a Nutshell

Finance experts meet with with nonretired clients to discuss retirement goals, insurance needs, estate planning, and net worth

The Fine Print

Expires 120 days after purchase. Limit 1 per person. may buy 1 additional as a gift. Limit 1 per visit. Appointment required. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.

Without sound advice, it’s difficult to make financial decisions such as deciding how many pork bellies you should trade and how many you should save for stocking stuffers. Manage your assets with this Groupon.

The Deal

  • $175 for a comprehensive financial retirement plan (a $350 value)
  • Click to read more about the plan under Written Financial Plan here.

Sommers Financial Management LLC

At Sommers Financial Management LLC, no two clients are the same, and that's why Adam Sommers and Joyce Pereira personalize every meeting and piece of advice to the individuals they're counseling. They have no connections to investment companies and pride themselves on having no conflicts of interest. Adam and Joyce help people plan for retirement, invest their earnings, and even help people invest in a socially conscious way, if that's what clients request.

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    Saint Helens

    144 S 14th St

    Saint Helens, Oregon 97051

    503-397-1545

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