Soesbe Financial

Soesbe Financial is a financial planner in Sacramento, CA, located at 5290 Elvas Ave. The firm operates as a fiduciary, fee-only Registered Investment Advisor and Certified Financial Planner firm, offering video meetings to clients across the country. They specialize in helping mature women and members of the LGBTQ community, though they serve clients across the entire spectrum.

The firm provides independent fiduciary fee-only financial planning and investment management through various service models. The Integrated Management Service combines portfolio management, financial planning, and individual tax preparation for clients who qualify. This high-tier service includes expanded planner access and complimentary notary service, with a minimum household account size requirement that may be waived at the firm's discretion. For other clients, the firm offers standalone financial planning at a fixed fee or hourly meeting time for specific advice or implementation help. The firm’s approach involves a disciplined, analytical process that covers income allocation, risk management, wealth accumulation and distribution, tax management, retirement planning, and legacy or estate planning. They utilize the eMoney Client Portal to assist clients with budgeting, spending tracking, and secure document storage.

The firm is led by Susan, a Certified Financial Planner and IRS Enrolled Agent who holds an MBA in Finance and Accounting from UC Davis. She incorporates tax planning into comprehensive financial management and provides services through a process designed to align finances with individual life goals.

Soesbe Financial holds a 5.00 rating based on customer reviews. The firm provides unbiased, fiduciary guidance to help individuals and families in Sacramento and beyond achieve clarity regarding their financial decisions.

Soesbe Financial combines its fiduciary commitment with specialized expertise to serve the Sacramento community and clients nationwide with personalized financial clarity.

Soesbe Financial is located on Elvas Avenue in Sacramento, California, about a tenth of a mile from the Medical History Museum and a fifth of a mile from Marconi's River Park Market.

BizScoreAI gives the business a Technical score of 87 out of 100, which means the website is secure and easy for search engines to read without errors. The firm also earns a Content Quality score of 75 out of 100, ensuring the site clearly answers customer questions in a way that AI assistants can quote directly.

Services:

• Follow-Up Financial Advice (FFA)
• Integrated Management Services (IMS)
• Standalone Financial Planning (SFP)