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Smart retirement planning doesn't have to be complicated.

Your dreams, your goals, your plan…our holistic planning process.

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

Welcome! We are Sourjohn-Kim Retirement Solutions, financial planners to employers,
non-profits, and families.

What's important to us . . .

Navigating complex fiduciary requirements.

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A sound financial roadmap is just the start.

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Preparing for your best phase.

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