About Our Firm
Here’s our story. We look forward to hearing yours.
Soutas Financial & Insurance Solutions, Inc.
Since 1989, Soutas Financial and Insurance Solutions, Inc. has worked with California residents and their families to help guide them to and through retirement.
We’re committed to helping take the complexity out of retirement planning. By using a variety of insurance and investment products, we can help you develop an overall retirement income strategy specific to you and your family. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Dale Soutas, Financial Planner
As the president of Soutas Financial & Insurance Solutions, Inc., Dale is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Dale can be heard spreading his financial guidance on local KMJ and Power Talk radio.
Dale began his financial services career in 1985 by joining his father’s State Farm Insurance Agency in San Jose, California. There, he spent years helping families design their retirement and other wealth transfer strategies. In 1989, he relocated to the Central Valley and opened his own independent firm, Soutas Financial & Insurance Solutions, Inc.
In 1997, Dale learned how to assist families in determining if they were eligible for long-term care Medi-Cal coverage and has since helped families with asset protection and legacy planning. He continues to improve his financial knowledge by keeping up with ever-changing industry standards and regulations. Dale is an Investment Adviser Representative who has passed the Series 65 securities exam and is an insurance professional (life insurance agent).
Dale is passionate about aiding families on their road to retirement. He specializes in long-term care strategies for those without long-term care insurance by creating plans designed to protect their assets and help them become eligible for various government programs. Additionally, Dale assists clients with asset protection strategies, income planning and tax-efficient strategies.
Residing in Fresno, Dale and his wife, Barbara, have four children and two grandchildren. They enjoy traveling and playing with their two golden-doodles. Dale spends his time away from the office golfing and building, flying and repairing radio-controlled airplanes.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at email@example.com or call us at 559.230.1648 today!
Have Questions for Soutas Financial & Insurance Solutions, Inc.?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.