12647 Alcosta Blvd,
Smart retirement planning doesn't have to be complicated.
Embrace all that you've worked for.
Your dreams, your goals, your plan…our holistic planning process.
Retirement Plan Sponsors
An experienced team to offer you ongoing guidance.
Solutions for foundations and not-for-profit boards that have both fiduciary responsibility and a charitable mission.
- Warren Buffett
Core values that meet today's financial environment.
Welcome! We are Sourjohn-Kim Retirement Solutions, financial planners to employers, non-profits, and families.
What's important to us . . .
Navigating complex fiduciary requirements.
A sound financial roadmap is just the start.
Preparing for your best phase.