Financial Planning & Guidance for Veterans

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What is Advice-Only financial planning?

  • You pay an upfront, flat-fee for unbiased financial planning & advice.

  • I don’t sell any commission-based insurance or investment products. Instead, I help you build a portfolio that is aligned with your financial plan, and guide you to manage your investments with confidence.

  • You can work with me without transferring your investments to a specific brokerage.

What do you get with a financial plan from Sonar Wealth?

  • Monthly 1-on-1 Planning Sessions

  • Investment Planning

  • Retirement Planning

  • Travel Planning

  • Tax Planning

  • Career Planning

  • Business Planning and much more!