"SAFE MONEY SOLUTIONS" -RETIREMENT & ESTATE PLANNING - 401(k) ROLLOVERS - WEALTH TRANSFER & WEALTH PRESERVATION STRATEGIES - FIXED INDEX ANNUITIES - LONG TERM CARE RISK MANAGEMENT - ONE PERSON DEFINED BENEFIT PLANS -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.

What's New?

 5.0% or More on 5 year "Multi Year Guaranteed Annuity" Yields!!

Rates are up!!!!

Lock in 5% for 5 years with a MYGA.  Higher yields available with $100K or above.  Walk away after only 5 years.  Call 888-843-4582 for details.

The Financial Companion

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Simply click to the "Contact Us" page and complete the contact form.  Be sure to mention that you wish to be placed on our e-mailing list.  You will be sent a copy of the latest edition within 24 hours and begin receiving new issues toward the beginning of the following month.

And feel free to forward The Financial Companion to your friends, relatives and business associates.  If they find value in the articles, we'd be more than happy to send them a complimentary subscription as well.