Jim Herzog

Educating families to gain financial peace

For the past 40 years, my goal has been to educate attendees to  options that can improve their success in retirement.  As you build for retirement, understanding the options can improve medical benefits, maximize Social Security and help you protect assets from rising taxes.  The combination can ensure success and relieve stress.   

Clint Braswell

Planner and Educator

Ever since having an opportunity to teach computer skills for a private college back in the mid-80's, I've always enjoyed sharing whatever knowledge I have that might help other people.  Even after all these years, I'm still drawn to sharing information that will help others become more knowledgeable (and comfortable) making important financial decisions.

Bill Drexler, CFP® ChFC®

Planner and Educator

I believe education and trust are the most important factors when striving for financial freedom, which in turn helps with personal freedom.

I have been educating folks on personal finance since 2013 and has been a pleasure and honor.

As part of SOFA we strive to help folks and their families make educated decisions and build wealth and happiness.