Retirement

For over 30 years SOGO has been helping clients meet their retirement financial goals through the use of insurance and investment products. Our firm is rooted in the community and has developed our business by creating close, personal relationships with our clients. When you have retirement financial concerns, we want to help you address them.

Economic uncertainty and the constant market fluctuations can present challenges for your retirement strategy. We understand that it may take more than just market performance to provide you with the confidence you deserve for your financial future. This is why here at SOGO we are committed to earning your trust by thoroughly understanding your goals and helping you feel confident about your financial plan.

Whether you are thinking about retirement or already in retirement we can help you with a plan that is uniquely created for your individual needs and goals.

Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products.

We can help you design a retirement income strategy that incorporates insurance and annuities to create opportunities for long-term growth as well as income throughout your retirement.

Our experienced professionals are not just knowledgeable about investments; we also understand the importance of priorities, family and confidence in your financial future.

We are commitment to help you work towards achieving all your financial goals and to provide you with a worry free retirement.

Contact us at 210-499-5050 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Securities offered through OFG Financial Services, Inc. Member FINRA / SIPC, Topeka, KS 66603. Telephone # (785) 233-4071