Summary of Services

Goal-Directed Planning and Analysis

Fee or asset-based compensation
      Retirement funding
      Family wealth management
      Sustaining funds

Investment Management Services

Institutional and retail pools
Private money managers
GRID+
Mutual funds
Individual equities
Tax arrangements:
      Tax free
      Tax deferred (401(k), IRA, Annuity, etc.)
      Tax efficient

Insurance Services

Long term care funding
Wealth replacement trusts

On Going Services

Human/Internet/Telephone account access and support
Annual revisions to projections and forecasts
Educational events and portfolio manager’s updates
Advisor network consulting
Unrestricted access to capital markets


Mutual Fund Disclosure
Stocks, mutual funds, and variable products are not suitable for all investors. Please review a prospectus carefully before investing. A prospectus may be obtained by contacting Sorenson Financial or directly from the mutual fund or insurance company.

Securities offered through First Heartland Capital, Inc., Member FINRA/SIPC
Advisory services offered through First Heartland Consultants, Inc.
Sorenson Financial is not affiliated with First Heartland Capital, Inc.