Welcome to News & Insights provided by The Sommersberger Group. As your financial partner, we are committed to providing you with the tools and resources you need to make the best decisions about your investments and financial wellbeing. We are consistently reviewing economic and market conditions and developments, as well as how those developments impact the Baird investment strategy. This is your resource to learn more about investment strategy, financial planning, retirement planning, and more.
One of the most common mistakes we see in many financial plans is crafting a cost-effective life insurance strategy that will sufficiently protect your income and assets. Learn more about our life insurance review process from advisor, TJ Lane.
Our team crafts a customized Retirement Roadmap to ensure all of their clients are able to achieve their long-term financial goals. Learn more about this service from advisor, Gil Cervelli.