OUR FIRM
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.
​
Since 1992, Souders Financial Group has helped individuals and businesses plan for their financial needs. From investment management and financial planning for individuals and families, to 401(k), profit sharing and defined contribution plans for businesses, Souders Financial Group clients benefit from more than 75 years of industry experience and a commitment to unparalleled service.
OUR SERVICES
-​
-
-
THE VALUE OF AN SFG ADVISOR
INVESTMENT MANAGEMENT:
​
-
Serve with a fiduciary standard of care in managing your investment accounts.
-
Create an investment portfolio tailored to your objectives.
-
Monitor your accounts and manage your investment portfolio over time.
-
Meet with you to discuss portfolio performance.
​
FINANCIAL PLANNING:
​
-
By gathering and analyzing your financial information and goals, we will design, present and implement a financial plan for you.
-
Continue to review your plan and adapt to any new changes in goals, market conditions, etc.
-
Serve as an available resource for all of your financial questions.
​
BEHAVIOR MANAGEMENT:
​
-
Investing can be an emotional roller coaster. As your advisor, we stand by your side to make sure you stand by your financial plan.
-
We help Individual investors make sound investment decisions throughout volatile market conditions.
