Dale S. Soutas, President
We Take the Complexity Out of Retirement!



Dale began his insurance and Financial Services career in 1985 by joining his father’s State Farm Insurance Agency in San Jose, CA. There he spent years helping families design their retirement and other wealth transfer strategies. In 1989 he relocated to the Central Valley and has enjoyed helping thousands of families build and protect their assets. Since 1997 he has specialized in Long Term Care programs for those without Long Term Care Insurance. He helped many of these families in need by designing plans that protect their assets and made them eligible for various Government programs. Dale has educated many professionals when they misadvise families on the eligibility requirements for these programs.



Dale is passionate about educating and aiding families on retirement savings, as well as asset enhancements, income planning, tax elimination and minimization strategies. Enabling their estates to remain protected from expensive Long Term Care Cost.

On a personal note, Dale and his wife, Barbara have four children and two grandchildren. They enjoy traveling and spending time with family. Dale’s current hobbies are building, flying and repairing radio controlled airplanes as well as Golf.