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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

  • 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


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


  • Life Insurance
  • Health Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Employment Insurance Benefit Strategy / Planning

Tax Planning

  • Relocation Tax Issues   
  • State Tax Strategy / Planning    
  • Individual Tax Strategy / Planning
  • Business Start-Up, Counsel, and Corporate Tax Strategy / Planning
  • Small Business Accounting Strategy / Planning
  • Income, Gift, and Estate Tax Strategy / Planning