Our Services

Our Services

At Sowa Financial Group, we work closely with you to craft a plan that is unique to your needs. Spending the time to understand where you are and where you want to go is the most essential part of developing a custom plan that is right for you.

 

Clients rest easy knowing that they have a team of professionals monitoring their performance, thoughtfully responding to changes in market and economic conditions, and employing industry-leading research and technology resources to ensure that their financial interests are protected.

 

How We Work With You

 

Click on the images or text to the right to learn more about our services.

Investment Advisory Services

Fee Based, Active Asset Management

"As independent financial advisors operating on a fee basis for managed accounts, we have aligned our incentives with the best interests of our clients. Quite simply, when you prosper, we prosper, allowing for an open and transparent partnership." — Don Sowa, CFP®, AIF®

  • Managed investment advice on various securities, including stocks; corporate, municipal, and government debt (bonds); and annuities, mutual funds, and ETFs
  • Ongoing guidance based on client-identified objectives, risk tolerance, and evolving performance requirements
  • Adjustments to risk-based performance models made on a continuing basis to account for changing market conditions

Qualifications:  Based on dollar value of assets under management

Fee Structure:  Annual fee, debited quarterly, based on assets under management1


Additional transaction charges may be levied by National Financial Services LLC for trading and custodial services, where appropriate.

Financial Planning Services

Custom, Comprehensive Personal Financial Analysis

"We believe strongly in the value of having a sound financial plan as a fundamental piece of your fiscal fitness." — Donna Sowa Allard, CFP®, AIF®

  • Written financial plan, tailored to the specific needs of the client
  • Option 1: Comprehensive analysis of client's long-term planning needs
  • Option 2: Focused financial analysis, addresing specific issues/goals
  • Option 3: Combination of broad-spectrum and focused financial analysis

Fee Structure: Flat-fee or hourly rate (based on complexity of analysis)