Sommers Financial Management - a Wealthcare Company
Plan effectively. Invest efficiently.
5.0
Independent, fee-only registered investment advisor providing wealth management and financial planning.
About
Sommers Financial Management creates wealth management solutions to fit your needs and your lifestyle using a disciplined, personalized approach. As an independent, fee-only registered investment advisor, they offer comprehensive wealth management, financial planning, estate plan coordination, tax return coordination, and retirement plans for small businesses.
They serve clients across Oregon, Washington, and Arizona with a small-town, personalized approach while offering large-firm capabilities.
Services
Wealth Management
Comprehensive wealth management including investment management and holistic financial and tax planning for one quarterly advisory fee.
Financial Planning
Quarterly financial planning process covering investment strategy, tax documentation, goal updates, estate planning, and retirement success analysis.
Estate Plan Coordination
Coordinates estate planning documents including revocable trust, will, power of attorney, and health care directives for Financial Planning and Wealth Management clients.
Tax Preparation
Tax return coordination for Wealth Management clients with four flat-fee service levels.
Retirement Plans for Small Businesses
Helps businesses set up efficient retirement plans including 401(k), SEP IRA, and SIMPLE IRA.
Credentials & Certifications
Reviews
