September 2020 - Shop In RI

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SOWA FINANCIAL GROUP Has a Wealth of Experience.

BY MARK BERGER Being able to take a dream vacation, purchase a second house or a new recreational vehicle takes plenty of planning, and maybe, some good luck. Enjoying life after work means having a dedicated team of advisors now, who have the client’s best interest at heart. Clients who plan for their future with Sowa Financial Group, located at 14 Breakneck Road (Route 123), Suite 202, in Lincoln, have the tools to achieve financial clarity and security for their retirement lifestyle. Their nearly three decades of serving those striving to live financially well has been their hallmark. Donald “Don” Sowa started the company in East Providence in 1993, and has since grown his firm into a four-advisor outfit with clients situated locally, throughout New England, and nationwide. Donna Sowa Allard, CFP®, a financial advisor with the firm, came on board in 2006, after working in the corporate world. It was an opportunity to help others with their future, and set and carry out their plans. While the firm serves many types of clients, Sowa Allard

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primarily works with those who are 55 years old or older and are either preparing for retirement or are recently retired. “Clients in this stage of life come in with a lot of questions,” Sowa Allard explained. “Two of the biggest questions I get asked are, ‘can I retire when I want?’ and, ‘will I be able to live the lifestyle I want to?’” said Sowa Allard. “Most people can retire when they want to. The real question is: Do they have the resources to live the way they want to in retirement?” Life-changing events can play a significant role in planning. If someone either gets married, divorced, becomes widowed, or retires, those big life events are considered “transitioning” events. Those who are within 10 years of retirement are an ideal client for her. Sowa Allard emphasized, “Clients have the best outcomes when they are open and honest about their current situation, and their hopes, dreams, and concerns for their future.”

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