NOTICE TO IRA HOLDERS: IRS Form 5498 for 2023 will only be received if you have made a contribution, recharacterization or conversion, or if your account held "hard to value assets" in 2023. IRA holders turning age 73 in 2024 will also receive a Form 5498. Please note that the value of your IRAs as of December 31, 2023 will still be reported to the IRS as part of your year-end tax reporting. Be sure to contact us at [email protected] with any questions.
Your finances don't define you; they grant you control over the decisions that do.
Our advisors at Sowa Financial Group believe that your financial plan should be built around those elements of your life that you work so hard to protect. We use an integrated approach to planning and investing that seeks to align your day to day budgeting practices, with an asset allocation model that is tailored to your unique set of financial goals.