Let’s talk about your finances
Set up a time to meet with Somnio’s experts and start designing a financial plan that works for you.
We understand better than most how difficult it can be to get your finances in order and create a plan that will serve you for years to come. There’s no such thing as a one-size-fits-all method. Every person, family, and business is different. That’s why we tailor our services, solutions, and strategies to your unique needs and goals.
For too many individuals and small businesses, their approach to financial management looks something like this: out of sight > out of mind > out of time. But waiting until the last minute is a recipe for unnecessary stress, anxiety, and frustration.
Our new clients often share the same three challenges:
We developed a new method to address these issues and support your financial needs. By offering year-round tax planning services, we’re able to provide ongoing advice, assistance, and strategies based on your financial situation and trajectory.
Somnio’s team provides a hands-on, personal service. That’s a rare experience these days. We don’t have to navigate automated questions or listen to robots in order to communicate with them. We actually speak to humans! That translates into many feelings; among those: confidence, value, sincerity, peace, and most of all, trust. It’s such a pleasure working with them.
Larry
Managing your finances can be challenging, so why complicate things by using outdated technology and processes? We use Liscio’s digital software to provide a safe, secure platform that keeps all your financial essentials at your fingertips.
Liscio makes it easy for you to:
We’re proud to work with individuals and small businesses across the United States. Our experience includes working with executives, managers, and employees at the following companies:
Set up a time to meet with Somnio’s experts and start designing a financial plan that works for you.
Disclosure
Professionals associated with Somnio Wealth may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Somnio CPA’s, and not affiliated with LPL Financial. Tax related services offered through Somnio CPA’s DBA Somnio Wealth. Somnio CPA’s is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.