Focused On Protecting Your Future
At Samson Financial, our commitment is to offer fully comprehensive financial plans and investment services that support your long-term goals. By diving deep into the big picture of your finances, we build comprehensive plans that leave no stone unturned.
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
Income Generating Assets
Insurance Planning
Tax Planning
Aims to minimize liabilities and maximize savings opportunities.
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? Challenge yourself with our brief quiz, “Test Your Investing IQ.”
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 | Market Pulse: Morgan Stanley 69% Equities Surge and AI Boom
This week's financial news is defined by a record-breaking bank earnings season, a new Fed chairman making bold promises to Congress, and an AI boom that is reshaping the profit landscape for Wall Street's biggest names. Morgan Stanley just posted record revenue and...
Weekly Market Insights | Meta AI Earnings Surge, NVIDIA Rally, Oil Rebound: Market Insights
This week's financial news is headlined by a Meta Platforms earnings blowout, an NVIDIA rally, crude oil climbing nearly 3%, and a Q2 earnings season that is quickly separating the disciplined from the overconfident. Markets are watching AI monetization mature from...
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.