The Falkowitz and Sommerfield Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Michael Sommerfield

Michael Sommerfield

CFP®

Financial Advisor

Vice President
Visit Michael Sommerfield's website
Scott Falkowitz

Scott Falkowitz

CLTC®

Financial Advisor

Managing Director
Visit Scott Falkowitz's website

Team

Carolyn McNeirney

Carolyn McNeirney

Client Service Specialist