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At Sopher Financial Group, we don’t believe in one-size-fits-all products and services. We never deal in cookie-cutter portfolios or fill-in-the-blank financial plans.

Instead, we tailor our comprehensive menu of products and services to fit your individual financial situation, your personal goals, and your unique vision for the future. Rather than speaking in complicated industry jargon, our veteran professionals provide clear explanations in plain English so you can make truly informed financial decisions.

While we provide a spectrum of services, we specialize in the following areas:

Financial Planning

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


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


  • 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