"SAFE MONEY SOLUTIONS"   

• RETIREMENT & ESTATE PLANNING 

• 401(k)/403(b)/457 ROLLOVERS 

• ONE PERSON/SMALL GROUP DEFINED BENEFIT PLANS

• WEALTH TRANSFER & WEALTH PRESERVATION STRATEGIES 

• LIFETIME INCOME PLANNING

• FIXED ANNUITIES (FIAs, MYGAs, SPDAs & SPIAs) 

• ANNUITY ARBITRAGE

• LONG TERM CARE RISK MANAGEMENT  

• REVERSE MORTGAGES

•  LIFE INSURANCE SETTLEMENTS

• INSURANCE SERVICES

What We Do...

Founded in 1988, Sochacki & Associates specializes in prudent, conservative wealth management.

We believe that our primary charge is to ensure the safety of your principal while providing you with "Safe Money Solutions" for retirement accumulation and income.

 In our philosophy, the loss of principal and/or locked-in profits is not an option. 

Therefore, we do not suggest the use of securities, mutual funds or variable insurance products of any sort, all of which could potentially inflict irreparable harm to your estate due to unpredictable downturns in the securities markets

Rather, we utilize a full range of planning strategies employing traditional insurance products to meet the needs and goals of our clients.

While we fully appreciate some individuals' penchant for the use of securities in funding the speculative portion of their overall portfolios, we believe that your "Core Assets"...those assets that are essential to guaranteeing a secure retirement lifestyle and peace of mind...should never be put at risk.

The protection and conservation of those essential "Core Assets" is precisely where our expertise lies.

What's New?

"Cash-First"

A new concept in Long Term Care Insurance from United of Omaha.

Cash is made available for your  immediate needs.

And it then provides all the benefits you desire throughout your progression of care from your home to any type of facility if that becomes necessary.

 Ideal for "C" Corporation Officers and Key Persons with incredible built-in tax concessions.

Free College Tuition!

Make at least $80K or have a net worth of at least $200K?  Call to find out how you can accumulate college tuition discounts up to a full year's tuition for your children, grandchildren, nieces, nephews...anyone you wish who will entering college in 2+ years!!!

What Goes Up Doesn't Have to Come Down!

Fixed Index Annuities...

Protection from Stock Market Free Falls. 

Look at these Great Rates!!!

3 Year Rate - 2.50%

5 Year Rate - 3.75%

Looking for a place to park some of your money until the market "storm" blows over?  Then call us to ask about our Multi Year Guaranteed Annuities (MYGAs).  This product is underwritten by an A+ rated carrier.

No market risk + guaranteed returns = peace of mind!!!