Working For You

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Sonnenfeld Financial offers independent financial management and advice for individuals and businesses in the following key areas:

• Investment planning, risk management, college funding, retirement planning, and estate conservation.

My services are designed to help you answer the following questions:

• How can I get more from my investments?
• How can I reduce my exposure to risk?
• How much money will I need to live comfortably in retirement?
• Am I saving enough?
• What is the best way to save for college?
• How can I help reduce estate taxes and preserve more of my assets for my heirs?
• Do I have the right amount of life insurance?

Please call me if you have any questions about the range of services and financial products including alternative investment options.