Lebanon Financial Advisors - Sorum Financial

Let's Navigate Your Financial Future Together

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Now, imagine how it can all come together!

Having a one-stop source for all things financial...a wide array of independent financial products and services that can fit almost any need. With a team of qualified professionals collaborating to find creative and effective strategies to help you pursue your goals. All in a place where you feel comfortable discussing your financial concerns, goals, objectives and future, and know that you're being listened to with your well-being in mind.

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A One-Stop Shop For All Things Financial

Using Your Priorities and Our Guidance

We are uniquely positioned to help with most everything that life might throw at you pertaining to your finances. We have also networked with other professionals who can help serve you in areas we do not cover, and who we believe share our same values and our commitment of doing what’s best for our clients.

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Our Clients

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

That being said, we serve whoever we can create value for! Everyone is unique, but generally you’ll find yourself in one of the four life categories below.

The Navigator

Helping you navigate through the ups and downs that life throws at you

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The Red-Zone Retiree

Giving you guidance to be successful in the critical years surrounding retirement

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The Seasoned Retiree

You're living the good life! Now what?

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The Survivor

Guiding you through the most difficult time of your life and helping you regain control

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What We Do

Our purpose at Sorum Financial is to use our core values and guidance to help you tackle your financial priorities. We do this so you can answer two critical financial questions: “Will I be able to accomplish my goals?” And “Do I have any financial blind spots that might prevent me from accomplishing my goals?”

And More!

Financial Planning

Help living a financially fit life that will set you up to accomplish your goals

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Investment Strategy

Finding a portfolio that will efficiently work for you while being consistent with your priorities

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Retirement Planning

One of your most important financial milestones

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Risk Management

Deciding how to protect your blindspots along your financial journey

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Our Three Step Process

STEP

1

Understand

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Plan

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Guide

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Ready to visit?

You are welcome to visit Sorum Financial's office. If you prefer a good old-fashioned house call or a virtual meeting, that's fine also...whatever you prefer.

Initial appointments are always complimentary and without obligation, intended for you to get to know us and determine if we are a good fit for you. We look forward to meeting you!

THANK YOU for your time and consideration of Sorum Financial!

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Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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