Take the leap.

Retire early. Take the trip. Make that career change. Whatever dream you’ve been sleeping on, we’re here to help make it possible.

What's in a name?

Curious to uncover the full story behind our name? Watch our video to discover the inspiration that drives Soar Wealth Strategies.

You create your own successes.

Our guidance and knowledge make it easier.

Build a foundation.

Grow and maintain it.

Live a little.

How We Help

We love to see the lightbulb go on.

How can I afford healthcare?

Get clear on your priorities and income needs, and learn how to make it happen.


Will my resources last a lifetime?

See how it’s possible to enjoy the present moment without compromising your future.

How can I make my resources grow across generations?

We're excited about guiding your kids (and theirs) into their wealth.


Am I missing any income opportunities?

Adding efficiency to your financial plan can free up your time and resources.

Nemo Enim Ipsam

Your guides, your psychologists, your biggest cheerleaders.

Featured Video

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

In this month's featured video Jon Schuetz shares his thoughts after experiencing his first Kentucky Derby.


Financial Planning Resources

Listen & Subscribe

Listen & Subscribe

Our podcast, Financial Flight Academy, serves up weekly stories of people who took the leap and are living (and loving) the aftermath.

Ready to leap?

You’ve got this—we’ll spot.

Schedule your intro call.