Embrace all that you've worked for.
Your dreams, your goals, your plan…our holistic planning process.
Foundation Fiduciary
Solutions for foundations and not-for-profit boards that have both fiduciary responsibility and a charitable mission.
"Someone's sitting in the shade today because someone planted a tree a long time ago."
- 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 . . .
- Fiduciary Responsibility
- Advocacy
- Transparency
- Integrity
- Expertise