Since 1983, Socha Financial Group, LLC has offered financial planning and investment management services to motivated individuals like you, who share a desire to make their dreams a reality.
We are guided by the central belief that financial milestones are connected with life’s most memorable experiences. Small or large, they are the moments that give life meaning and a sense of purpose. Having the right tools, guidance, and support empowers you to live the tomorrow you want to create.
Financial Balance, Defined.
We are dedicated to helping you articulate what financial balance looks like, so you can have confidence to lean into the unknown. We believe this balance is attainable no matter where you are on your financial journey, and that it looks different to everyone. Our work always begins with listening and understanding your unique goals and priorities to build a long-lasting partnership in service of what’s most important to you.
Our services are built on a foundation of three complementary components:
Financial & Retirement Planning
TAX PREPARATION & PLANNING
Putting our experience to work for you
No matter where you are on your financial journey, our team can help you navigate the twists and turns life brings your way. We serve as advocates, advisors, and educators, always acting in your best interest and helping you build confidence through awareness and understanding. We employ a collective approach; while you may meet with your advisor there is a team behind you every step of the way. Together, we bring simplicity to a complex process.