Broker Check

Services

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

  • Cash Flow Analysis / Budgeting
  • Education Planning
  • Individual & Business Retirement Planning Including (but not limited to):
    • 401(K) Planning
    • 403(B) Planning
    • Qualified Retirement Plans
    • Pension Plans
    • Profit Sharing Plans
    • Defined Benefit Plans
    • Defined Contribution Plans
    • Non Qualified Deferred Compensation Plans
  • Estate Planning
  • Investment Allocation / Management
  • Risk Management / Insurance Planning
  • Tax Optimization Planning

Investments

  • Bonds
  • Common Stock
  • Government Securities
  • Mutual Funds
  • ETFs
  • Brokerage Accounts
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Variable / Fixed Annuities

Insurance

  • Life Insurance
  • Health Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance

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