THE Best rmd solution Ever!

 Learn how to take your Required Minimum Distribution and still leave a legacy for your heirs. 

Click on the link below to view a video that will change the way you look at Required Minimum Distributions:

http://youtu.be/W05H1Dp_8jk

 "SAFE MONEY SOLUTIONS"

  IRAs - TRADITIONAL & ROTH

401(k)/403(b)/457 ROLLOVERS

LIFETIME INCOME PLANNING

RETIREMENT & ESTATE PLANNING

WEALTH TRANSFER & WEALTH PRESERVATION STRATEGIES 

FIXED ANNUITIES (FIAs, MYGAs, SPDAs & SPIAs)

LONG TERM CARE RISK MANAGEMENT  

 LIFE INSURANCE

What We Do...

Founded in 1988 in Chicago, Illinois, Sochacki & Associates specializes in prudent, conservative wealth management.

We believe that our primary charge is to ensure the safety of your principal while providing you with "Safe Money Solutions" for retirement accumulation and income.

 In our philosophy, the loss of principal and/or locked-in profits is not an option. 

Therefore, we do not suggest the use of securities, mutual funds or variable insurance products of any sort, all of which could potentially inflict irreparable harm to your estate due to unpredictable downturns in the securities markets

Rather, we utilize a full range of planning strategies employing traditional insurance products to meet the needs and goals of our clients.

While we fully appreciate some individuals' penchant for the use of securities in funding the speculative portion of their overall portfolios,

we believe that your "Core Assets"...those assets that are essential to guaranteeing a secure retirement lifestyle and peace of mind...should never be put at risk.

The protection and conservation of those essential "Core Assets" is precisely where our expertise lies.

What Goes Up Doesn't Have to Come Down!

Fixed Index Annuities...

Protection from Stock Market Free Falls. 

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What's New?

"Cash-First"

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A new concept in Long Term Care Insurance from

United of Omaha.

Cash is made available for your immediate needs.

And it then provides all the benefits you desire throughout your progression of care from your home to any type of facility if that becomes necessary.

 Ideal for "C" Corporation Officers and Key Persons with incredible built-in tax concessions.

Look at these Great Locked-In Rates!!!

•  5 Year Rate - 2.6%
•  7 Year Rate - 2.7%
•  8 Year Rate - 3.0%/3.15%*
• 10 Year Rate- 3.3%/3.45%*

(*- $200K Minimum Deposit)

Looking for a place to park some of your money until the market "storm" blows over? 

Then call us to ask about our Multi Year Guaranteed Annuities (MYGAs). 

No market risk + guaranteed returns = peace of mind!!!



Free College Tuition!

"Tuition Rewards"

Private College Funding Solutions for Families

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Call to find out how you can accumulate free college tuition discounts up to a full year's tuition for your children, grandchildren, nieces, nephews...any close relative you wish who will entering college in 2+ years!!!