Sonya Saskin

Background

About Sonya Saskin

With 25+ years of experience, I focus on working with clients that require more complex financial planning. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you. Interests: Master Scuba Diver Pilates Instructor Community Participation: Madeira Chamber of Commerce Pink Ribbon Good SPCA Areas of Focus: Retirement Income Strategies Estate Planning Strategies Wealth Preservation Strategies Small Business Employee Stock Options Qualifications CFP® – CERTIFIED FINANCIAL PLANNER™ practitioner AAMS® – Accredited Asset Management Specialist℠ CFS® – Certified Fund Specialist CRPC® – Chartered Retirement Planning Counselor℠ Professional Associations: Valmark Advisory Board, Member University of Florida Alumni Association, Cincinnati Chapter VP Sonya Saskin is licensed and registered to conduct business in OH. Based on licenses and registrations held, she may also conduct business in AL, CT, MA, WA, OK, MO, CO, TN, SC, KY, TX, NY, OR, MN, MI, PA, GA, IN, FL, IL, VA, NC, AZ, MD, MS, NJ, AR. Securities offered through Valmark Securities, Inc. Member FINRA SIPC. Investment Advisory Services offered through Valmark Advisers, Inc a SEC Registered Investment Advisor. Touchpoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Inc, Valmark Advisers, Inc. or Touchpoint Wealth Partners. and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.