Products & Services

At Sorum Financial, our purpose is to use our unique abilities to craft financial strategies that help you pursue goals that are based on your vision, priorities and values.  It's what we are in business to do, and we believe we do it well, which is why we've been around for over 30 years helping clients like you pursue their goals.  It is our sincere hope that you'll allow us to partner with you on your life journey to help integrate your values with your finances.

We are Registered Representatives and Investment Advisor Representatives of LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  All securities and advisory services listed below are offered through LPL Financial:

  • Fee-based Financial Planning and Investment Advisory services, which may include:

    • Discretionary Investment Account Management

    • Retirement Planning, including:

      • Social Security planning

      • Retirement Plan Distribution planning

      • Pension planning

      • Health-care expense planning

      • Retirement Income planning

    • Estate Distribution, Preservation, and Maximization planning

    • Charitable Gift Planning, pre and post death

    • College Funding Planning

    • Basic Financial, Cash Flow, Debt Reduction and Risk Management planning

  • Investment Products that may be offered on a fee-based or commission-based basis:​

    • Retirement Accounts, such as Traditional IRAs, Roth IRAs, SEP-IRAs, SIMPLE Plans, Tax-Sheltered Annuities (TSAs / 403(b)s), individual and business 401k plans, and other retirement plans

    • College Savings investments, including 529 Plans, Coverdell Savings Accounts, and other funding strategies

    • Annuities - fixed, variable, index-linked, and fixed indexed

    • Mutual Funds

    • Exchange-Traded Funds (ETFs)

    • Closed-End Funds

    • Individual Stocks & Bonds

    • Real Estate Investment Trusts (REITs)

    • Limited Partnerships

    • Unit Investment Trusts (UITs)

    • Cash Management Accounts and Brokered CDs

  • Insurance Products:

    • Life Insurance - term, whole life, universal life (regular, indexed and variable)​

    • Disability, Accident, Critical Illness insurance

    • Medicare Supplement, Medicare Advantage and Part D drug insurance

    • Long-Term care insurance and life insurance and annuity plans with long-term care insurance riders

    • Home, Auto, Business, and Liability insurance

"Financial security and independence are like a three-legged stool resting on savings, insurance and investments."

-Brian Tracy

"Your reputation is what people say about you.  Your character is what God knows about you."

-Bobby Bowden