S.O.S Financial Group - Strategies Offering Solutions
Complimentary Financial Needs Analysis
People don't plan to fail. They just fail to plan. We will work with you to look at your current situation and your goals and create a plan that works for you.
Best Value
We shop the market to find the best value for your needs. The solution for your family is unique and we will work hard to find the best fit.
Professional Advisor
We have families and understand the modern day pressures you face. We are required to meet strict standards to maintain our licenses.

Why Choose S.O.S Financial Group Advisors?

Most institutions can only sell their own products and the most important thing is fulfilling a sales quota. We are different:
  • We look at many company's products finding the best value and fit for you.
  • We can review your situation. Sometimes your current plan is already on track and no changes are needed. In other cases some changes may be needed and we can help you with that.
  • Our services are complimentary. We don't charge for our help. We usually come to you and often meet at your kitchen table and work with you to come up with a plan.
  • NO HIGH PRESSURE SALES. We hope to earn your trust and you become life long clients.
financial advisor think outside of box
working with you on your plan

How It Works

The process of creating a plan is really very simple

Contact Us

You can contact us by phone, email or using the form on this website.

Meet at a time that works for you

We will set up a time that works for you to discuss in more detail your situation and gather information needed to create a plan. Yes we will meet on evenings and weekends if this works best for you. We can meet by phone, virtual or in person


We will create a customized plan for your needs and discuss options. The plan is yours to keep free of charge and there is no obligation to buy anything. In fact often our options will provide better value or SAVE you money.

Get more information. We want to create a plan ASAP
"Strategies Offering Solutions"