Reaching retirement may be simpler than you think, but it’s not easy. We can help you to identify how much you need to save, how to budget to reach your goals, and how to properly allocate your account. Through our financial wellness workshops, we help you navigate the roadblocks that stand in the way of successfully getting to retirement on your terms and in your timeframe.

Sourjohn-Kim Retirement Solutions can help you make better decisions and help you increase your probability of reaching your retirement goals.

We offer the following services:

 -     Financial Wellness Workshops
 -     Investment Allocation Consultation
 -     Retirement Readiness - Test Drive Your Retirement
 -     One-on-One Consultation with a Licensed Financial Planner

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