Your Guide for Your Next Financial Chapter
The comprehensive support you need to
face retirement with confidence
Investment advice offered through Sona Financial, LLC.
You’re Thinking About Retirement, and Looking for Clarity
You’ve done the hard work and built your savings and investments. Now that you’re over 50, you’re asking:
Can I enjoy life now and still
retire comfortably?
Can my retirement plan handle market ups and downs?
Will taxes take a big bite out of
my retirement income?
What We Offer
As a fee-only fiduciary, we’re focused on creating steady, tax-smart income that helps you feel confident in the road ahead.
INVESTMENTS
We manage your portfolio to help build wealth, manage risk, and support your goals.
TAXES
We create tax-efficient strategies to help you keep more of your money.
LEGACY
We work with you to pass on your wealth to the people you love.
Who We Work With
Your story is original—let’s make sure your financial plan
is too.
We know what it’s like to balance enjoying today, planning for tomorrow, and preparing for retirement. We understand where you’re coming from and will help you make the most of what you have to reach all your goals.
Prepping for Retirement
You’ve focused on building wealth, but now the reality of retirement is setting in. You want guidance to make smart moves before stepping away.
Already Retired
You’re living off what you’ve saved and want confidence that your money will last, support your lifestyle, and leave a legacy.
Navigating Career Complexities
You’ve climbed the professional ladder and need help aligning complex compensation with your retirement plan.
A More Flexible Approach to Retirement Income
Our Green-Light Spending™ guide explains how thoughtful planning can help retirees balance financial security with the freedom to enjoy the retirement they’ve worked hard to achieve.
About Us
Helping you make the most of what you’ve built.
At Sona Wealth, we work with financially savvy professionals and families who’ve done a lot right, but know retirement brings new questions.
You want to protect what you’ve built, make smart choices, and support your family’s future.
We’re here when you need us, ready to guide you through what’s next, and we believe the best results come from staying connected and planning ahead—together.
Media References
Start with Your
Retirement Clarity Review
1
STEP 1
Start With a Conversation
We’ll hop on a 15-minute call to get to know each other and see if we’re a good fit. If we are, we’ll continue the conversation and explore options.
2
STEP 2
Explore Options
We’ll spend 20–30 minutes discussing your goals and overall situation to determine the right next step.
3
STEP 3
GET YOUR RETIREMENT CLARITY REVIEW
If appropriate, we’ll schedule another meeting to go over your numbers and goals, share observations, and discuss potential recommendations or next steps—either through a Retirement Clarity Review or an ongoing advisory relationship. For business owners, next steps may also include a separate, project-based engagement to address high-level business valuation considerations.
(Retirement Clarity Review (limited scope): paid, fixed‑fee engagement; typical fee $1,500–$4,000. This is not a comprehensive financial plan and does not include ongoing monitoring or implementation. Business owners: next steps may include a separate, project‑based engagement for high‑level, CEPA®/EPI‑aligned advisory (we do not issue certified valuations or act as a transaction intermediary))
Insights
-
Crypto in Your Retirement Portfolio: Sexy or Stable?
7.1.2025
Crypto in Your Retirement Portfolio: Sexy or Stable?
-
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years
6.16.2025
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…
-
Ep. 23: Love & Money
2.17.2025
Summary In this conversation, Mark Struthers discusses the intricate relationship between love and money, emphasizing the importance…