Financial
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
- We identify the values and beliefs most important to you and your family.
- We establish a clear set of short & long-term financial goals based on your values & beliefs.
- Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.
A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of achieving your goals.
Some of our Financial Services include the following, but not limited to:
- Annuities
- Asset Protection
- Charitable Giving
- College Funding
- Estate Planning
- Fixed Indexed Annuities
- Guaranteed Income
- IRA & 401(K) Assets and Planning
- IRA, 401(K) and 403(B) Rollovers
- Lifetime Income Planning
- Retirement Income Planning
- Safe Money Options
- Social Security
- Tax Advisory
- Veterans Benefits
- Wills, Trusts, Estates
Schedule Your Appointment with
Michael Sondheim
Today!
Phone (425) 417-9813
Disclosure: Investment Advisory Services offered through South Cove Financial, LLC. South Cove Financial, LLC a Registered Investment Advisor. Pacific Financial Solutions and South Cove Financial, LLC are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pacific Group Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by South Cove Financial, LLC.