Life is

Tough.

TOGETHER WE ARE

Tougher.

Secure Your Future with Expert Financial Planning in Fresno, CA

At Soutas Financial & Insurance Solutions, we provide comprehensive financial planning services designed to help you achieve your financial goals and secure your future. As a leading financial planning company in Fresno, CA, our financial consultants specialize in offering personalized financial consulting tailored to each client’s unique needs.
Our Services
Our team of expert financial planners and consultants is dedicated to offering numerous financial services, including:
Retirement Planning and Income Solutions
Planning for retirement can be overwhelming, but with our retirement planning service, you can rest assured that your future is in good hands. Our retirement planning company provides detailed retirement income planning and create customized retirement income plans to ensure you have a steady and reliable income stream during your golden years.
Wealth Management and Investment Advisory
At Soutas Financial & Insurance Solutions, we understand the importance of wealth management. Our investment advisors are here to help you navigate the complexities of the financial markets and make informed investment decisions. Our wealth management solutions are designed to grow and protect your assets, ensuring long-term financial stability.
Why Choose Us?

With years of experience in the financial industry, Soutas Financial & Insurance Solutions has built a reputation for providing top-notch financial consulting and advisory services in Fresno, CA. Our commitment to excellence and personalized approach sets us apart from other financial planning companies. Whether you need assistance with retirement planning, investment advice, or comprehensive financial planning, our financial advisor team is here to guide you every step of the way.

 

Contact us today to schedule a consultation and take the first step toward a secure financial future with Soutas Financial & Insurance Solutions.

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Dale Soutas

DALE SOUTAS

Financial Advisor

A

FUTURE

FORGED

THROUGH

ADVERSITY.

Dale Soutas has an optimistic spirit and a fierce sense of determination. His journey through life has not been easy, and he had to learn grit the hard way through a series of health struggles as a child. These difficulties helped him develop persistence, which still impacts his life today. While growing up, Dale realized that difficult times don’t last forever, and he had two choices: continue to be bitter and angry or work hard and remain optimistic. He chose the latter.
After high school, Dale became an entrepreneur, opening a small, part-time business, and then moved to another state to help his brother do the same. He eventually started working at a big box firm with a family member, and although he felt limited in the services he could provide, Dale knew he wanted to stay in the financial field. He began working with a team in financial services but soon realized that their motive was to get rich quick, and their method was to take advantage of others. Because he wholeheartedly believed in doing the right thing, Dale understood that the only way he could serve his clients with maximum impact was to become independent and start his own financial practice.
Full of grit and determination, Dale forged ahead and launched Soutas Financial, a financial practice that values people, their hard work, and their futures. Dale and his team strive to provide honest, straightforward guidance, cultivating financial plans designed to fit each person’s unique life circumstances. At Soutas Financial, our client-centric philosophy allows to develop strong, trusting relationships with our clients, and our risk-averse approach is centered on protecting their assets to ensure they have a steady,reliable income in retirement.

PURPOSEFULLY

PLANNING YOUR

FUTURE.

As a fiercely independent financial advisory, we have built a practice that focuses on putting our clients at the center of our work. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit the client and maximize financial gain. At Soutas Financial, we strive to provide honest, transparent guidance so you can feel confident making informed financial decisions about your future. We work diligently to impact our client’s unique needs by offering personalized, holistic financial plans.

PURSUING

FREEDOM

THE

HOLISTIC

WAY.

We are driven to minimize the stress of your finances in retirement so that you can live freely. At Soutas Financial, our expertise is crafting holistic financial plans that will carry you through retirement and beyond. Our team of professionals strives to educate our clients through personalized, relevant services. As fiduciaries, we want to help you find your way to an independent, optimistic future with retirement planning, insurance, Medicare, tax management, and wealth preservation. At Soutas Financial, our mission is to empower you to gain freedom and prepare for the retirement of your dreams.

IN THE MEDIA

PODCAST

YOU HAVE A

DREAM.

LET'S MAKE A

PLAN.