Welcome to Souders Financial Group, Inc.
Since 1992, Souders Financial Group has helped individuals, business owners and corporations plan for their retirement needs. From retirement income planning for individuals and families, to 401(k), profit sharing and defined contribution plans, Souders Financial Group clients benefit from more than 50 years of collective wealth management and retirement planning experience, objective insight and advice, and a commitment to unparalleled service.
Retirement Planning for Individuals and Business Owners
As retirement income planning specialists, we design and manage custom-tailored investment portfolios—combining brokerage products and advisory accounts—for individuals, families, trusts and privately-held businesses. Using careful analysis and current technologies, we determine an appropriate combination of risk and return for your investments. And once your plan has been implemented, we closely monitor your investments, rebalancing or reallocating funds when necessary to pursue courses of action we believe align with your needs. Learn more
Corporate Retirement Plans
Our experienced team provides invaluable insight on a wide array of investment offerings, enabling us to deliver a qualified business retirement plan that will serve the best interests of you and your plan participants. We address your needs by covering all aspects of plan operations—including plan conversion, service provider changes, investment menu updates, vendor benchmarking and employee communications. And we meet the needs of participants by providing plan enrollment and 401(k) rollover assistance, objective insights on investment allocations, and ongoing employee education. Learn more
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.