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  •  Get the guidance you need to plan your own financial future
  •  Take the expense & intimidation out of financial planning and managing investments
  •  Fee Only.  No commissions or product sales, just consulting or service fees when incurred
  •  Enjoy one stop financial advice, investment management, and tax preparation
  •  Trust Soares Financial for advice with integrity
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Consulting or Service Fees Only
No Commissions

 

Articles, Reminders, and...
   
 

Welcome to our brand new site. It is still in its infancy and under construction. Until we are ready to fully launch the site, enjoy a few clever quotes on us.

  • Rich or poor, it's good to have money. - Sid Lance
  • In God we trust, all others must pay cash. - American Saying
  • Money is good for nothing unless you know the value of it by experience. - P.T. Barnum
  • A penny saved is a penny earned. - Ben Franklin
  • All progress is based upon a universal, innate desire on the part of every organism to live beyond its income. - Samuel Butler
  • Economy is half the battle of life; it is not so hard to earn money as to spend it well. - C. H. Spurgeon
  • A billion here, a billion there, and pretty soon you are talking big money. - Everett M. Dirksen
  • With money in your pocket, you are wise and you are handsome and you sing well, too. - Yiddish Proverb
  • I am having an out of money experience. - Author Unknown
  • Money isn't everything--but it's a long way ahead of what comes next. - Edmund Stockdale
  • Wealth may be an excellent thing, for it means power, and it means leisure, it means liberty. - James Russell Lowell
  • Can anybody remember when the times were not hard and money not scarce? - Ralph Waldo Emerson
  • Money is like manure; it's not worth a thing unless it's spread around encouraging young things to grow. from "The Matchmaker"
    - Thornton Wilder
  • Money is better than poverty, if only for financial reasons. -Woody Allen
 
   
Contact us if you need:
  • Unbiased, fee-only, affordable financial direction
  • Services tailored to your needs; from a single consultation to a comprehensive financial plan
  • Commission-free investment management
  • Tax planning advice
  • Retirement and estate planning
  • IRA distribution planning or help with your 401k decisions
  • Cash management counseling
  • An accredited & trustworthy professional (CPA, CFP)
  • Email: Inquiries or questions

Phone: 707-255-6900


 
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