Sommers Financial Management offers dynamic, interactive financial planing technology that outlines your retirement and education savings goals, and shows multiple paths that allow you to achieve those goals, based on your current situation and future plans for saving and investment.
Our financial planning service has free tools available to everyone. We also offer a “no-strings-attached” one time financial plan built utilizing the skills, time and knowledge of one of our financial planners, with ongoing access to our online planning tools. For this service we ask for a one time plan fee of 1% of your AGI, up to $1,600.
Comprehensive Financial Planning is included with our Wealth Management service ($250,000 minimum investment).
Click “LEARN MORE” for more details, or “GET STARTED” to start your financial plan.