sophia sōˈfēə
Noun: from Greek meaning wisdom
A sophisticated approach based on simple ideas
Control
We've been indoctrinate to believe that government-designed and dictated schemes are the answer; in reality, they provide limited ability to take meaningful action about YOUR money
Preservation
Many of the so-called "holy grails" of investing and retirement planning have fees, expenses and associated taxation that benefit third parties, at YOUR expense
Access
Loan limitations/prohibitions, required minimum distributions, early withdrawal penalties and the like all prevent you from getting to YOUR money, often when you need it most
Novel, proven financial advice
Born of a quest to identify real solutions to real problems
Tax strategies
Accelerated debt elimination
Tax advantaged retirement income
Lead a comfortable life while we take care of your finances.
88+
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100M
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Because it’s time to seek financial advice from experts.
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Because it’s time to seek financial advice from experts.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque non pellentesque est. Sed dui leo, molestie eu vestibulum at, vestibulum sed ligula. Suspendisse feugiat leo nibh, nec sagittis nunc mattis in. Sed ut orci posuere, rhoncus ligula sed, cursus turpis. Praesent non dignissim elit.
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Because it’s time to seek financial advice from experts.
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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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