At Souders Financial Group, our goal is to provide the highest degree of independent thinking, comprehensive advice and exceptional service to the businesses and individual investors we serve.
Our Team Approach Makes All the Difference
At Souders Financial Group, you will work directly with a primary advisor and develop a strong relationship to ensure all your needs are addressed. You will also benefit from the experience of our team of advisors who have collectively attained the designations of CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant and Accredited Investment Fiduciary. These credentials attest to our high standard of excellence and our ongoing commitment to educating ourselves for the benefit of our clients.
We take pride in our open communication and accessibility, and will work diligently to help ensure your needs are fulfilled. Whether you are an individual looking to your future or an employer looking after your company, count on us to place your needs first as we seek to not only meet your expectations, but far surpass them.
Contact Us today to schedule a no obligation consultation.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A four-step framework for building a personal legacy.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When considering life insurance, it's important to understand your options.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.