Comprehensive Strategies

Our method of doing business means we do not sell you products. Instead, we sit down with you and discuss your financial goals, challenges and aspirations to help develop a long-term strategy that meets your specific needs. We also take into account the best and worst-case scenarios for your financial future, so that no matter what happens, you and your family can be as prepared as possible.

Investment Services

We employ time-proven methods instead of the latest fads. Since our founding, we have taken a long-term approach to investing that relies on realistic expectations of returns, diversification among and within asset classes, and proprietary research.

Insurance and Risk Management

Our clients enjoy the finest life, disability, long-term care and health insurance coverage available today. We select the most suitable  insurance programs that will protect you, your family, your business and employees.

Employee Benefit Planning

Sonstein Financial Group can help you construct, implement, and service a quality and affordable benefit plan. Our team has extensive knowledge of retirement plan construction and management. These comprehensive plans may include Health, Disability, or Life Insurance, 401(k) Retirement Plans, Profit Sharing or Defined Benefit Plans.  We can also assist you in creating customized Executive Bonus Plans to help attract and retain your key professionals.

Business Succession Planning

We can work with individual proprietors, small and large companies to help maximize their business revenue and preparing for long-term success. Our experts are familiar with the ins and outs of running a successful business, and can be a tremendous asset when seeking profitability.   We can also assist you in preparing for the transition from business owner to retiree, by helping to customize your business succession plan and properly protecting those decisions.