I believe that, through careful planning and personalized strategies, everyone may have financial freedom. As an Indiana University graduate, I hold a bachelor's degree in accounting and finance. I became a financial advisor because I wanted to work face to face with people to help them realize their financial dreams. I left a career in tax accounting in Chicago and moved near my family in North Carolina, because I wanted to get back to the small-town life that I was raised in.
My primary goal is to help successful people like yourself get to a work optional lifestyle as fast as possible. To do this, I learn what's important to you. Then, I use an established process to create personalized strategies to help you reach your goals. Lastly, our staff and I partner together with you throughout your lifetime to help make sure you stay on track. Whether your goals include preparing for or living in retirement, paying for education, reducing taxes, planning for the unexpected, estate considerations, lending or gifting money, we offer solutions for all your needs.
Business owners: your financial needs are complex and specialized. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.
Outside of the office, I pursue many volunteer activities helping the community, including:
- Board member at the Pregnancy Resource Center
- Statesville Rotary Club member
On a personal note, my wife, Carrie, and our two girls, Mia and Emma, live in Statesville. We spend most of our time coaching soccer or watching them play volleyball or run cross-country. When I have free time, I enjoy being in the mountains hiking.
I would like to help you make smart decisions with your money so you can accomplish what's most important to you. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Community Outreach
- Personal Fitness
- Outdoor Enthusiast
Phone NumberBrian J Sohovich at (704) 838-0855
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