Real Planning For Real People℠
[NOTE: In compliance with the CDC and
California COVID-19 safety guidelines, we
are encouraging all clients to take advantage
of our secure video conferencing platform,
and we are requiring masks and sanitizing
protocols for all in-person meetings.]
Why Choose Soesbe Financial?
With thousands of financial planners, investment managers, brokers and advisors available to you, why should you consider teaming up with Soesbe Financial? We’re glad you asked:
Paddy Hirsch defines the term “fiduciary”:
Your Soesbe Financial Team
Our reputable, talented team members care deeply about our clients and our community and work effectively to achieve exceptional results for you.
Meeting With Us Is Easy!
We make meeting with us easier than ever! Soesbe Financial provides clients with convenient meeting options: In-Person or Video Conference.
* [Please note that we are currently encouraging clients to meet via video, to help reduce exposure to Covid-19 in our community. In-person meetings are still available, but require masks and sanitizing protocols]
You can meet with us via video from the comfort of your own home, office, or wherever your busy life takes you!
News & Events
Stay up to date on our latest articles, news, and what we are doing to serve and bring change to our community.
Understanding your cost basis can save you pretty penny or three. Here’s a useful little primer on what cost basis is, and why it’s useful to understand, from the folks at Schwab. Save on Taxes: Know…
Identity theft via phishing has grown steadily in the last few years, and has now exploded due to the pandemic restrictions and the rise of online interactions. Phishing was previously defined as: “the fraudulent practice of…
Top national credit reporting agencies, Equifax, Experian and Transunion, are offering consumers free weekly credit reports through April 2021. To get your free report, go to annualcreditreport.com, the only officially sanctioned site for this. Credit reports…
Identity and credit thieves are taking advantage of the confusion during Covid-19 to target consumers in astronomical numbers. There are a few things you can do to protect yourself, including taking advantage of the new relaxed…
Forbes has put together an excellent guide to state-by-state tax filing and payment deadlines. We encourage all our Soesbe Financial clients, as well as the general taxpaying population, to file their taxes sooner rather than later,…
Even though the stimulus bill has barely passed, scammers have started calling folks up, trying to get them to divulge confidential information such as bank accounts, social security numbers, and so forth. DON’T FALL FOR THEIR…
Ready to move forward with your best life?
Let’s work together to effectively align your current finances with your life goals through logical, disciplined financial planning!