Sommers Financial Management - Together, we invest with integrity.

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.