San Antonio Retirement Planning

Most of us work for the majority of our lives, we save and invest our hard earned money, and we hope to accumulate enough to retire comfortably. Once we do retire, the wealth we have accumulated must last the rest of our lives. With strategic planning and foresight you can accomplish your retirement goals while maintaining the lifestyle you dreamed of.

You have a vision for your retirement, but developing financial strategies, choosing investments and maintaining them throughout retirement are things many people just don’t feel qualified to tackle. Here at SOGO Wealth & Risk Management, we can give you a better understanding of how you can preserve and grow your assets.

We can help you with:

  • Pension or Qualified Plan Distributions
  • Funding Your Children’s Education
  • Mutual Fund Investments
  • Retirement Income Management
  • 401(k) Rollovers
  • Retirement Plans
  • Traditional & Roth IRA’s
  • Index Annuities
  • Variable Annuities
  • Income Annuities
  • SEP/SIMPLE Plans
  • 403(b) Plans
  • Long Term Care Programs
  • Disability Insurance Options
  • Life Insurance Strategies

Our team of specialists will create a unique and customized plan based on your individual needs. We specialize in creating strategies to secure your financial future that help you meet your retirement goals.

Beginning to save for retirement now is the first step toward financial freedom later. Let us help you get started. Contact one of our retirement specialists today at 210-499-5050. We look forward to having the opportunity to meet with you and be your comprehensive wealth management firm for years to come.

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