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Our #1 Goal

The SOFA Experience

To assist individuals, companies & organizations in taking charge of their finances through our free educational workshops

Last year we served

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People

Retirees card

Retirees

Communities card

Communities

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Tampa Bay Area

Why Choose SOFA

Eliminating financial illiteracy through consistent, unbiased education in America.

Free Workshops
Guarantee No Selling
Experienced Professionals
Recertification Providers

Financial Education Made Simple

Led by experienced professionals

Retirement Planning

Retirement Planning

Plan your future with confidence.

See Our Retirement Planning Workshops
Estate Planning

Estate Planning

Protect what matters most.

See Our Estate Planning Workshops
Real Estate

Real Estate

Build wealth through property.

See Our Real Estate Workshops
Medicare and Health Care

Medicare & Health Care

Navigate healthcare with clarity.

See Our Medicare & Health Care Workshops

Our Client’s Success Stories

Upcoming Events

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Understanding 401K Rollovers

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Sustainable Income in Retirement

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ROTH IRA – America’s Next New Tax Break

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Your Questions Answered

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Ready to get started?

See Our Workshops