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

We can’t tell you of the relief of having the money and tax mess under control by someone we can trust

Roger & Arlene S.

Thanks for your help! I couldn’t have done it without you!

Gayle H.


I want to thank you from the bottom of my heart for taking such good care of things. We had no clue or any idea which way to turn or what to do next. You helped us and made things a whole lot easier. We could've never made it without you. We really appreciate all you've done!

Beth W.


Since my mother met you, you have made her life easier the last couple of years. Whenever she was stressed out over a letter or communication, we would tell her to call Dale and immediately you put her at ease. Thank you for being there and paving the way on her behalf.

The Family of Gayle H.