Sommers Financial Management

Services

Sommers Financial Management works closely with every client to:

	Manage Your Investments We build a personalized portfolio based on your account balance, risk tolerance, and time horizon. Our active management of your portfolio may include managing stocks, bonds, mutual funds, exchange-traded funds, closed-ended funds, options, CDs, and real estate. We also ensure that investments in your employer’s retirement plan are tax-optimized and in harmony with those at Sommers Financial.

	Plan Your Future We begin by reviewing your retirement and education savings goals. Based on that information, we prepare a comprehensive, written plan that will help you achieve your short- and long-term goals. In addition, by carefully assessing your insurance needs, we can identify any gaps in your current coverage.

	Insure Your Assets We help you select the right insurance coverage to protect your assets. Through our affiliation with Pieper Ramsdell Agency, we provide life and health insurance brokerage services to multiple insurance providers, including Symetra, Regence Blue Cross/Blue Shield, Kaiser Permanente, and LifeWise.