Why The Sommer Francis Financial Group?

The Sommer Francis Financial Group is dedicated to supporting you and your family through all your financial goals. One of the biggest benefits of working with our team is that we integrate a variety of services to create personalized financial solutions for each of our clients. Clients can benefit from a number of unique advantages, one of which is our ability to provide valuable tax insight. The Sommer Francis Financial Group can create a comprehensive and individualized financial plan that can minimize your taxes and ensure that you and your family are well taken care of. As well, we can work with your accountant to ensure a smooth and seamless tax filing experience.

COMPREHENSIVE INVESTMENT MANAGEMENT STRATEGY:

• Investing 
• Financial Planning
• Retirement Planning
• Charitable Giving
• Cash Flow Management 
• Estate Planning
• Education
• Tax Planning
• Insurance Planning 
• Private Banking