About our Founder and Sophia Financial Solutions
After underwriting, designing and placing executive and professional liability insurance programs for over 30 years for companies like American Airlines, John Deere and Snap-on Tools, I wanted to make a change. But I wasn't sure exactly what or how. In coming to terms with my own need for new and better ways to handle money, I realized that my interest and passion was helping others avoid some of the same mistakes I had made.
Through what I call my "reeducation," I discovered an entirely different approach we can all use to grow and protect our hard-earned money. But I didn't find it in conventional places. It required shedding my indoctrination and separating from the herd.
Now I want to bring that wisdom to anyone who's interested and willing to listen.
I'm a husband of 29 years, father of two grown children and caretaker to three of man's best friends ever to walk on four paws (Josie, Cosmo and Prince).
Brad Villers
Why “Sophia”?
In Greek, the word sophia means "wisdom." But wisdom is not just about acquiring knowledge, it's about acting on it.
At Sophia Financial Solutions, we believe financial security shouldn't be a mystery...it should be a strategy. We help individuals and families across the U.S. build clear, practical roadmaps that yield lasting financial freedom, using insurance-backed strategies that are designed to grow, protect and preserve wealth.
Founded with a commitment to education, transparency and trust, Sophia Financial Solutions empowers clients through personalized retirement planning, debt elimination strategies, tax-advantaged growth options and legacy-focused financial tools.
Our Mission
To simplify complex financial concepts and provide strategies that help real people live with confidence, retire with dignity and leave a legacy that matters.
What We Do
We specialize in helping clients:
Protect and grow their retirement income using fixed indexed annuities and lifetime income options.
Accomplish accelerated debt elimination using custom-designed policies strategies that put clients - not financial institutions - first.
Access tax-free income strategies using proven tools.
Safeguard loved ones and legacies.
Whether you're just getting started, planning for retirement or looking to leave something meaningful behind, we bring tools and knowledge together to help you achieve your goals without the unnecessary risk you'll find with mainstream advisors.
Who We Serve
Our services are designed for individuals, families, and business owners who want:
Peace of mind in uncertain markets
Tax-efficient growth strategies
Personalized guidance rooted in experience
A professional partner who listens first and recommends second
From pre-retirees looking to lock in income, to young families protecting their future—we’re here to serve.
Let’s Talk
If you’re ready to explore your options, gain financial clarity, or simply want a second opinion, we invite you to schedule a consultation. There’s no pressure—just a conversation.
📞 713-417-5353
🌐www.sophiafinancialsolutions.com
© 2025 Sophia Financial Solutions - All Rights Reserved