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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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?