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.
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How federal estate taxes work, plus estate management documents and tactics.
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