Soutas Financial Advisor & Retirement Planning

Fresno Financial Advisor & Retirement Planner
Opening at 8:00 AM tomorrow
Header image for the site

Updates

Fresno Financial Consultant News: Dealing with Financial Hardship

A recent poll found that nearly one out of every five Americans are experiencing financial hardship due to the COVID-19 outbreak and subsequent lockdowns.1 With reported infections soaring in recent weeks, financial stress could a...

Read More
Book

Fresno Retirement Consultant News: Rerouting Your Summer Vacation

All is not lost. If you planned a multicity tour across Europe or Asia this summer, you’ve probably already rethought those plans. But that doesn’t mean you have to abandon the idea of a vacation altogether. Perhaps a domestic des...

Read More
Book

Fresno Financial Advisor News: How Might the Economic Downturn Affect Dividends?

If a large allocation of your retirement portfolio is invested in dividend-paying stocks, you might see your household income reduced this year. During the Great Recession, dividend payouts dropped by 25% and didn’t...

Read More
Book

Fresno Financial Consultant News: What Might Be Next — Inflation or Deflation?

Consumer prices fell by 0.8% on a seasonally adjusted basis in April, the biggest drop in more than a dozen years, the Bureau of Labor Statistics reported. Conversely, prices for grocery items jumped 2.6%, the highest...

Read More
Book

Fresno Retirement Advisor News: How the Pandemic Is Affecting the Real Estate Market

Research has found that over a 150-year period (1870 to 2015), owning a home has proved to be one of the most stable and secure holdings compared to other types of investments. While offering the added benefits ...

Read More
Book

Fresno Retirement Consultant News: The Future of Retail Raises More Questions Than Answers

Fresno Retirement Consultant Takeaways

Soutas Financial your Fresno financial planner would like to remind you of these points: It’s a good time to calculate your retirement budget to see if it’s worth k...

Read More
Book

Testimonials

2 months ago
Dale has been a tremendous asset to me and our family. He has provided guidance in helping us decide what is the best financial decision we can make by helping us to understand all the options before we make any decision. He explains all the various opportunities which includes tax ramifications, long term growth, we always know safety of the investment is paramount in his recommendations, that is called peace of mind, and you just can't beat that. There is a wide range of ages in our family and Dale makes the adjustment for each of us, nothing is the same because each of us have different goals and plans. In addition my parents are retired and he has not only helped them get the right plans for their senior life style but is available to me and my siblings in helping us make difficult life changing decisions when it comes to what is best for mom and dad. Dale is always there for us, you can't beat the service and care he provides.
- Kristi S
2 months ago
We were very fortunate to have Dale and his group recommended to us. With his knowledge we were able do what was needed for our family. We greatly appreciate him and his staff! Again a heartfelt thank you to Dale, Kathia, and Amelia. Without their expertise we would have been totally lost. We have and do highly recommend Soutas Financial!
- LaWanda B
2 months ago
Dear Dale S. Soutas, I would like to thank you for your help. I was so concerned about how to handle my retirement paper work. I was so confused!!! You and your staff helped I and my husband David so much. Now we know what we need to do to go forward with our retirement. We highly recommend anyone that needs help planing their retirement/future investments to contact ... Dale S. Soutas Financial Sincerely, Sharon Arias We look forward to our next appointment.
- Sharon A

Fresno Financial Advisor & Planner

Whatever goal you’re going for, we’ll help you keep your eyes on the prize. Since 1989, Soutas Financial & Insurance Solutions, Inc. your Fresno financial advisor and retirement planner has worked with California residents and their families to help guide them to and through retirement financial planning. We’re committed to helping take the complexity out of Fresno retirement planning.

By using a variety of insurance and investment products, we can help you develop an overall retirement income strategy specific to you and your family in Fresno Ca. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but also in maintaining it throughout your retirement. Meet the team who is dedicated to helping you reach your future goals for financial planning. Schedule a 15min.Tele-Visit with Dale Soutas.

Contact Us

Contact

Call now
  • (559) 230-1648

Address

Get directions
333 W. Shaw Avenue Suite 106
Fresno, CA 93704
United States

Business Hours

Mon:8:00 AM – 5:00 PM
Tue:8:00 AM – 5:00 PM
Wed:8:00 AM – 5:00 PM
Thu:8:00 AM – 5:00 PM
Fri:8:00 AM – 12:00 PM
Sat:Closed
Sun:Closed
Contact Us
Message sent. We'll get back to you soon.