Products and Services

At Sopher Financial Group, we don’t believe in one-size-fits-all products and services. We don’t deal in cookie-cutter portfolios or fill-in-the-blank financial plans. Rather, we tailor our comprehensive menu of products and services to your individual financial situation, personal goals, and unique vision for your future. Our experienced financial professionals strive to provide you with clear explanations in plain English so that you can make informed choices between meaningful alternatives.

We provide assistance in the following areas:

 

Investments:

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
 

Financial Planning:

  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
 

Insurance:

  • Disability Income
  • Life Insurance
  • Long-Term Care
 

Tax Planning:

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck