Wealth Management

Wealth Management is a Process

Sonnenfeld Financial can help you develop a plan in concert with your CPA and Attorney that gives you the full benefit of your hard earned savings and assets.

With simple strategies you can maintain your standard of living and pass it on to those you love.

  • Utilize alternative investments, where appropriate
  • Potential of securing your wealth from unneeded tax risk
  • Protect your estate using the tax benefits available from life insurance
  • Acquire confidence in future health management with Long Term Care Insurance

It all starts with planning, and we have the experience and tools to assist you.