Financial Services
Sonny Salas Agency, Inc. is an independent financial firm dedicated to helping our clients build wealth now and into the future. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
The financial management process at Sonny Salas Agency, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we will focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you are confident in and comfortable with the financial suggestions we make.
Our services are designed to help you answer the following questions:
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- What is the best way to save for college?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?
Our independence enables us to establish working relationships with a number of industry-leading insurance brokers and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Our associates believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. Sonny Salas Agency, Inc. addresses the number one financial disease facing families today: debt. We are in the business of changing lives (in more ways than one!)