Local. Independent. Experienced.

Local. Souza Financial Group is located in Danville, IL, and most of our clients are located or have ties to this community.

Independent. I am backed by the nation’s largest independent brokerage firm, LPL Financial.

Experienced. I have over 25 years of experience in the securities industry.

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The SFG Process

Financial planning is a complicated process, but don’t make it MORE complicated by working with an advisor who tries to make you feel inferior.

We listen, then ask.

The first step in our process is to listen.  REALLY listen to what your situation is and what your goals and dreams are for your investments.  We ask a lot of questions so we can clarify what you want (and need) your money to do.

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We analyze.

The next step is for us to use the extensive resources at our disposal to analyze your financial situation.

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Recommend and follow up.

The final step is presenting you with recommendations that are tailored for YOU.  We will discuss those recommendations and move forward with putting the plan to work once you feel comfortable.  We then meet on your schedule to update an monitor the plan.

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Ready to talk?

If you are ready to talk to us, please get in touch by clicking below and we can schedule an appointment.

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