Call (954)-239-6150 to set up an Appointment

Fill out the form below to request more information on our company and our services.

Personal Planning

When will you be able to afford retirement? How much will you be able to spend each year without "drawing down" your savings? How will you manage your assets once you've retired? We can provide you with simple, yet powerful answers to these questions. We are happy to create a financial plan that uniquely fits you. And we understand that goals and circumstances do change, so we manage and update plans as necessary.

With so many ongoing advances in healthcare, your retirement may last longer than your career! So you need a steady stream of income that can last for decades, and a coordinated tax and planning strategy to help you defer or reduce taxes and other financial risks.

As independent advisors, we are able to recommend the best strategies to help you realize your retirement objectives, without any outside interference.As independent advisors, we are able to recommend the best strategies to help you realize your retirement objectives, without any outside interference.

If you're like most people, you're probably dreading the thought of planning for retirement. But it doesn't have to be such a daunting process. We use our knowledge, experience, and patience to simplify the process. Often, the hardest part is simply picking up the phone to make that initial appointment. If you can make it that far, we can help take you the rest of the way

This website is for information only and is not an offer to sell or invest in securities. Please refer to all appropriate prospectuses prior to any investment. Investments can, and do, lose money.

Take a look at just a few of the
services that we have to offer:

  • Personal & Estate Planning
  • Specialty Athlete & Entertainment Coverage
  • Executive & Group Benefits
  • US Based Life Insurance for Foreigners
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance

These are just a few of the features we offer. For a more complete understanding of all of our services please contact us today.

© 2013 Sossin Financial Group. All Rights Reserved.