Take the leap.  

"I have enjoyed the easygoing atmosphere of the office. They are very friendly and knowledgeable and never push you to do something. Jon and Penny have exceeded my expectations in every way. They told me from the start that
everything would work out and believe me it has. Working with Jon and Penny has positively affected my life in the best
way possible. I don’t worry as much as I used to. I have recommended Jon and Penny to friends and family. They have
done right by me and that is the best reason I can give."

-Terry A.

The statement was provided 5/15/24 by Terry A. who is a client. This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.

"I have spent some time thinking about why Soar Wealth Strategies works for my wife and I. Not everyone is compatible, especially when it comes to money. There are interesting, perhaps difficult, and honest conversations that have to be had to identify what winning looks like to us. I absolutely trust that our interests are being looked at with Soar Wealth Strategies. They have proven over time that when we are told that something will happen, it happens. When something needs to get done, it gets done. In our case it is also crucial that my wife, who is just not that interested in the details, must understand enough to know the basics of our financial plan. Thanks to Jon and Penny, she does. She knows she can trust the folks at Soar Wealth Strategies to help her with whatever needs arise. I would unequivocally recommend Soar Wealth Strategies to anyone."

-Mike E.

The statement was provided 5/20/24 by Mike E. who is a client. This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.

"The team at Soar Wealth Strategies listens to what our goals and questions are regarding our future plans. We have had meetings on a regular basis where all of our questions are broken down in a away we can understand. The communication between all the team at Soar Wealth Strategies has been timely, professional and personable. Taking the time to educate us on our employer based 401K plans helped us make appropriate selections to maximize our savings. We have confidence in the team at Soar Wealth Strategies that they have our best interests as their priority. They are not only professional but personable. They care about the community. All of these qualities speak to their integrity."

-Terri B.

The statement was provided 5/16/24 by Terri B. who is a client. This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.

 "I have known Jon for years because I used to work with him. When my husband and I reached our early 60s we began searching for a new financial advisor; someone who would take time to actually talk to us about our financial and retirement goals, as well as our fears. I was stunned when Jon said he likes to meet with his clients one to two times per year for in-depth discussions. We talked about everything from what happens when my husband, Jim, retires and I no longer have health insurance, to what our first year of income will look like when Jim retires, and how much money we can afford to budget for yearly travel. We have never felt as comfortable with our financial future, or as educated about it, as we are now. Jon is a straight shooter who gives honest advice with no sugar-coating, and he clearly knows his craft."

-Margaret B.

The statement was provided 5/22/24 by Margaret B. who is a client. This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.

"We trust Soar Wealth Strategies with investing our life savings. We feel important when we go to the office. All employees are welcoming. Their follow-up is strong with no delays in callbacks. They provide outside contacts for other services needed for future needs (Wills, Medicare, Taxes and insurance reviews)."

-Steve V.

The statement was provided 5/24/24 by Stephen V. who is a client. This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.