Soteria Financial is an independent, privately-held fee only planning and wealth management firm. Our mission is to guard our clients’ from excess risk, protect against potential loss, and maximize their chance of successfully achieving their goals so that they can live prosperously. We help them secure their family’s financial future achieve true financial independence, and make their dreams become a reality.
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REAP Financial is a boutique investment advisory firm specializing in retirement income planning, fee-based portfolio management, estate & tax strategies, life insurance, long term care & annuities. Our mission is to partner with our clients for a successful retirement. We get to know our clients, learn their goals for retirement and create a plan that will help them reach their ultimate retirement dreams. The independence and experience offered by REAP Financial helps founder, Sandra Newman and her team find long-term solutions to safely grow assets while maintaining the priority of preservation. The goal is to leave clients with more money to enjoy their family, travel, take up new hobbies and simply live life to the fullest during retirement.
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Over the past twenty years, John Berlet has assisted hundreds of families in protecting their assets and income, assuring that they and their beneficiaries will have confidence and peace of mind in their ability to achieve financial longevity.
Budgeting services, financial consultations, personal finance coaching
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