Sortino Financial Group was founded in 2011 with the understanding that financial decisions are made best through collaboration and education. For years investment, insurance, financial, and tax decisions were made independently of one another. We believe that a comprehensive approach with an understanding of all the factors in our client’s lives is the most effective way to manage each element of their finances. Additionally, more can be accomplished by working together as a team and with our clients other advisors than could be accomplished with any one advisor on their own. Since our firm was started, we have been working towards a model we feel is unique in the financial services industry. Every individual, family, and business will benefit from meeting with a financial advisor. By working as a team, we are able to help more clients address their financial concerns, reach their goals, and continue to provide quality strategies and service.