Live The Life You Want To Live
Our services are specifically designed for those nearing or in retirement who seek asset management assistance. We understand the unique challenges and opportunities that come with this stage of life and are here to provide the support you need
Comprehensive
Solutions to Reach
Your Financial Goals
We offer a range of services aimed at helping you achieve your financial objectives. Our solutions are crafted to align with your individual needs and circumstances.
Estate Planning - Legal & Life
Manage the Legal (how to leave) and Life (what to leave) sides of the estate planning process. We partner with wealth.com to deliver affordable and easy to establish Estate Plans (Trusts, Wills, POA’s, Heath Care Directives, Transfer on Death Deed recording).
Financial Asset & Wealth Management
Focused on generating reliable returns and managing risk appropriately for each clients specific goals.
Tax Strategy Planning
From forecasting to creative solutions and mitigation, our tax analysis expertise helps our clients “see the forest from the trees” regarding their short and long-term investment goals.
Insurance Planning
Life, Long Term Care, Health, and Medicare Enrollments. Our team specializes in finding the most affordable plans and vehicles to protect your life and legacy.
Ready For Retirement?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank?
Committed To
Cultivating In-Depth Partnerships
Founded in 2018 in Lakeland, FL, Samson Financial serves Central Florida and Southern California with a mission to protect your future. Our core values of integrity, honesty, trust, and transparency guide us in every client interaction. We believe in creating lifelong relationships, not just one-time transactions.
Addressing A Critical
Need In Our Nation
We believe the need for our services is profound. With 80% of Americans lacking a retirement income plan and 70% without an estate plan, there is a significant gap that we aim to fill.
Even among those who have an estate plan, 30% have not funded it. In analyzing these statistics, we can conclude that 96% of Americans need our help.
Resources
Weekly Market Insights | Oil Tops $100 as Hot Inflation and a Chip Selloff Hit Tech
This week's financial news starts with oil back above $100 a barrel, a hotter-than-expected inflation report, and the busiest stretch of third-quarter earnings season, with Tesla, Meta, Netflix and SpaceX all reporting. Stocks split sharply last week. For the week...
Weekly Market Insights | Real Yields Test Stocks as Bank Earnings and CPI Arrive
This week's financial news arrives with third-quarter earnings season kicking off in earnest, the September inflation report due Wednesday, and Treasury yields near their highest levels in more than two decades. Geopolitics is adding its own crosscurrents, from a...
Contact Us
Take The First Step With Us
Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.