About Soesbe financial
Soesbe Financial: Your Trusted Partner in Financial Planning
Soesbe Financial is a fiduciary, fee-only Registered Investment Advisor (RIA) and Certified Financial Planner (CFP) firm based in Sacramento, California. With a team of experienced financial advisors, Soesbe Financial offers comprehensive financial planning services to clients across the country through video meetings.
At Soesbe Financial, we believe that everyone deserves access to high-quality financial advice and planning services. That's why we offer personalized solutions tailored to meet the unique needs of each client. Whether you're just starting out on your financial journey or you're looking for guidance as you approach retirement, our team is here to help.
As a fiduciary firm, we are committed to putting our clients' interests first. We don't sell products or receive commissions - our only source of income comes from the fees paid by our clients. This means that when you work with us, you can trust that we are always acting in your best interest.
Our team includes Certified Financial Planners (CFPs), who have undergone rigorous training and testing to earn this designation. This means that they have demonstrated their expertise in all areas of financial planning - from retirement planning and investment management to tax planning and estate planning.
We advise clients across the spectrum but specialize in helping mature women and members of the LGBTQ community. We understand that these groups face unique challenges when it comes to financial planning - whether it's navigating complex family dynamics or dealing with discrimination in the workplace. Our advisors have experience working with these communities and can provide tailored solutions designed specifically for their needs.
At Soesbe Financial, we believe that technology can be a powerful tool for delivering high-quality financial advice at an affordable price point. That's why we offer video meetings as an alternative to traditional face-to-face meetings. This allows us to serve clients across the country while keeping costs low.
Our services include:
- Retirement Planning: We'll help you create a plan to ensure that you have enough money to support your lifestyle in retirement.
- Investment Management: We'll work with you to develop an investment strategy that aligns with your goals and risk tolerance.
- Tax Planning: We'll help you minimize your tax liability and make the most of available deductions and credits.
- Estate Planning: We'll work with you to create a plan for passing on your assets to your loved ones in the most tax-efficient way possible.
At Soesbe Financial, we believe that financial planning is not just about numbers - it's about helping our clients achieve their dreams. Whether it's traveling the world, starting a business, or leaving a legacy for future generations, we're here to help make those dreams a reality.
In conclusion, if you're looking for a trusted partner in financial planning, look no further than Soesbe Financial. With our team of experienced advisors, personalized solutions tailored to meet your unique needs, and commitment to acting as fiduciaries at all times - we're here to help guide you on the path towards financial success.