2025 Articles
Don't take our word for it, Hear from our clients
George Owens
"Sophia Financial Solutions gave me clarity and confidence about my retirement for the first time. Brad took the time to walk me through tax-free strategies I didn’t even know existed. I moved forward with an IUL and I’m already seeing how it’s going to benefit me long-term. I highly recommend booking a consultation—you won’t regret it."
Max Tanner
"I came to them drowning in debt and skeptical of anything ‘too good to be true.’ But their Debt 2 Wealth plan completely changed how I manage my money. I’m on track to be debt-free years sooner, and I’m even building savings at the same time. This isn’t just another financial firm—they actually care and educate you."
Kim Wexler
"As a single mom planning for the future, I was overwhelmed by all the noise out there. Brad was kind, patient, and extremely knowledgeable. He helped me set up a college savings plan and a life insurance policy that builds cash value. I finally feel like I have a real plan for my kids and my future."
Billy Jackson
"What impressed me most was how personalized everything was. It wasn’t just about selling a product—it was about building a strategy that fit my goals. We discussed my 401(k) rollover options, tax-free income, and how to set up guaranteed income in retirement. I’ve already referred two coworkers."
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