Sousa Financial

Welcome. In today's fast moving world, with the access to information available at your finger tips, there remains a need for an experienced financial professional that can help guide you through life's financial challenges such as planning for a child's education, planning for retirement, protecting one's hard earned assets and transferring wealth to the next generation.
Personal relationships are the cornerstone of our business and we strive to understand what is important to you, your family and/or business. We take great pride in being entrusted with your personal, financial and confidential information. Partnering with Royal Alliance Associates, Inc., an independent Broker Dealer, provides us access to independent world class money management, products and services. In addition, we also provide access to guaranteed and non-guaranteed insurance products through our independent insurance license. Our Independence is essential to Work in Your Best Interest. We also offer Financial Planning services as part of our overall management .
Retirement planning has become a focal point at the workplace. The small business owner (plan sponsor) has been entrusted with this role and fiduciary responsibilities. As a Retirement Plan Consultant, we can help guide plan sponsors with the selection or review of their corporate retirement plan, plan administration, investment platform, investment choices and employee education. We provide an independent retirement plan analysis that can be used as part your annual due diligence retirement plan review with full disclosure of all fees, expenses and investment performance benchmarked against comparable retirement plans.
We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. More importantly, we hope you see the value of working with skilled and experienced financial professionals when you evaluate and pursue your financial goals.
Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't’ want you to miss any developments in the area of personal finance.
Newsletters
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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lease Payment
How much would your monthly lease payment be?
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Savings Accumulation
Estimate the future value of your current savings.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?