Finance experts meet with with nonretired clients to discuss retirement goals, insurance needs, estate planning, and net worth
What You'll Get
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 voucher.
- $180 for a comprehensive financial retirement plan (a $350 value)
- Click to read more about the plan under Written Financial Plan here.
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires. Limit 1 per person. may buy 1 additional as a gift. Limit 1 per visit. Appointment required. May be repurchased every 30 days. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About 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.