James Socha-Financial Representative

06/19/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

06/17/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

06/17/2026

The past years of working with medical and dental professionals have given me a whole new perspective...

Through my work with residents, students, attendings, and practice owners, I’ve come to see how difficult this path really is. Through long overnight hours to intense training, and endless sacrifices that many don’t see or understand.

Along the way with all of these long hardworking years many critical life and financial details aren't set up and get overlooked. It’s a privilege to work with them and help these professionals in ways that extend beyond their careers to help ensure they’re set up for life outside of the clinic.

06/15/2026

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your current business needs and situation.

A professional buy-sell agreement review with customized recommendations.

06/12/2026

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

06/10/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

06/08/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

06/05/2026

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. But it should also include gathering financial documents, reviewing insurance policies, and getting cash. Check out these steps that

Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience

06/03/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

06/01/2026

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retirement income plan.

Five things to consider before adding an annuity to your retirement income plan.