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Welcome to Sonstein
Financial Group

The Financial Balance Process...

A unique process designed to create harmony between your assets, liabilities, protection portfolio and cash flow management. 

Who We Are

We create strategies that allow you to experience peace of mind around your money and finances. 

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Through our comprehensive process, you will receive a thorough review of your current protection and wealth portfolios. After a detailed analysis of your current plan, we share with you financial and economic principles to educate you on the fundamental ideals of successful financial management. Thereafter, we integrate those elements into a cohesive and coordinated strategy. This process encourages you to make financial decisions that promote an efficient flow of money between assets; which helps you to minimize risk and maximize benefits, allowing you to achieve maximum wealth enjoyment.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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