Sonoma Financial & Insurance Services
Sonoma Financial & Insurance Services helps clients achieve their retirement financial goals based on their individual needs.
06/22/2026
How do you plan on getting your assets to your beneficiaries? Learn more on our blog: https://sonomafinancial.com/assets-2/
Deciding Who Gets What - Sonoma Financial If you're working on estate planning, a key question is how you will get your assets to each of your beneficiaries.
06/04/2026
Some money-saving habits just aren’t worth it. Learn more: https://www.kiplinger.com/personal-finance/how-to-save-money/frugal-habits-that-arent-worth-it
Always here to help!
7 Frugal Habits That Aren't Worth It (and What to Do Instead) Avoiding waste is important, but some frugal habits are more trouble than they're worth.
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112 Wikiup Drive
Santa Rosa, CA
95403