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Soares Financial Inc
Information may not be reliable

Get the guidance you need to plan your own financial future. Take the expense & intimidation out of financial planning and managing investments.
Address2033 1st St Napa, CA 94559-2348
Phone(707) 255-6900
Websitewww.soaresfinancial.com
Get the guidance you need to plan your financial future
Take the expense & intimidation out of financial planning and managing investments
Fee Only. No commissions or product sales, just consulting or service fees when incurred
Enjoy one stop financial advice, investment management, and tax preparation
Trust Soares Financial for advice with integrity

"Rich or poor, it's good to have money.

The stock market, with its allures of easy money and fast action, induces people into the foolish mishandling of their money like no other entity.

Money is good for nothing unless you know the value of it by experience.
P.T. Barnum

Go confidently in the directions of your dreams; live the life youve imagined.
Henry David Thoreau

"All progress is based upon a universal, innate desire on the part of every organism to live beyond its income.

Economy is half the battle of life; it is not so hard to earn money as to spend it well.
C. H. Spurgeon

With money in your pocket, you are wise and you are handsome and you sing well, too.

You try to be greedy when others are fearful and fearful when others are greedy.

I am having an out of money experience.

Money isn't everything--but it's a long way ahead of what comes next.

Wealth may be an excellent thing, for it means power, and it means leisure, it means liberty.
James Russell Lowell

Money is better than poverty, if only for financial reasons.

Most dreams are attainable if the dreamer is ready to devote consistent, intelligent effort to them.
Dr. Bob Rotella

Stock prices have reached what looks like a permanent high plateau.
Prof . Irving Fisher (1929)

Theres no reason to be the richest man in the cemetery. You cant do any business from there.

The brokerage industry services investors like Bonnie and Clyde serviced banks.

He that makes money before he gets wit will be but a short while the master of it.

Dont be overly concerned about your heirs. Usually, unearned funds do them more harm than good.
Gerald M. Loeb

Life is full of uncertainties. Future investment earnings and interest and inflation rates are not known to anybody. However, I can guarantee you one thing: those who put an investment program in place will have a lot more money when they come to retire than those who never get around to it.

Money is only loaned to a man; he comes into the world with nothing, and he leaves with nothing.
William Crapo Durant

Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.

Riches are not an end of life, but an instrument of life.
Henry Ward Beecher

The taxpayer: thats someone who works for the federal government but doesnt have to take the civil service examination.

I have never let schooling interfere with my education.

There is nothing new on Wall Street or in stock speculation. What has happened in the past will happen again & again. This is because human nature does not change, & it is human emotion that always gets in the way of human intelligence.

Analysts are supposed to be critics of corporations. They often end up being public relations spokesmen.

Inflation is not all bad. After all, it has allowed every American to live in a more expensive neighborhood without moving.

Undertake something difficult; it will do you good. Unless you try to do something beyond what you have already mastered, you will never grow.
Ronald E. Osborn

An unhurried sense of time is in itself a form of wealth.

Peoples spending habits depend more on how wealthy they feel than with the actual amount of their current income.
A. C. Pigou

The stock market is that creation of man which humbles him the most.

The richest person is the one who is contented with what he has.
Robert C. Savage

We make a living by what we get; we make a life by what we give.

To acquire wealth is difficult, to preserve it more difficult, but to spend it wisely, most difficult of all.

Now and then its good to pause in our pursuit of happiness and just be happy.

The true purpose of the stock market is to make, of the greatest number of men, the greatest number of fools.

The principal business of life is to enjoy it.

A person with great dreams can achieve great things.

There is nothing sinister in so arranging ones affairs as to keep taxes as low as possible.
Judge Learned Hand

Forecasting is very difficult, especially if it involves the future.

"Governments view of the economy could be summed up in a few short phrases: If it moves, tax it. If it keeps moving, regulated it. And if it stops moving, subsidize it.

Money doesnt bring happiness, but it calms the nerves.

Its tough to make predictions, especially about the future.

It is sheer madness to live in want in order to be wealthy when you die.

The difference between a dream and a fantasy is commitment.

Choice has always been a privilege of those who can afford to pay for it.

This time, like all times, is a very good one if we know what to do with it.

An investment in knowledge always pays the best interest.

Most people are too busy earning a living to make any money.

The safe way to double your money is to fold it over once and put it in your pocket.

This is too difficult for a mathematician. It takes a philosopher.
Albert Einstein on filing a tax return

Sometimes the poorest man leaves his children the richest inheritance.
Ruth E. Renkel

There are two times in a mans life when he should not speculate: when he cant afford it, and when he can.

Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that which will best pay the Treasury; there is not even a patriotic duty to increase ones taxes...

In spite of the cost of living, its still popular.

There is only one thing for a man to do who is married to a woman who enjoys spending money, and that is to enjoy earning it.
Edgar Watson Howe

The avoidance of taxes is the only intellectual pursuit that carries any reward.
John Maynard Keynes

The stock market is a highly efficient mechanism for transferring wealth from the impatient to the patient.

I used to have a nest egg, but I blew it gambling; I bet I wouldnt live this long.

An optimist sees an opportunity in every calamity; a pessimist sees a calamity in every opportunity.

Tax reform is taking the taxes off things that have been taxed in the past and putting taxes on things that havent been taxed before.

Twenty years from now, you will be more disappointed by the things you didnt do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade wind in your sails.

The only investors that shouldnt diversify are those that are right 100% of the time.
Sir John Templeton

Im opposed to millionaires, but it would be dangerous to offer me the position.

Some people think success is having a lot of money; some people think success is not having to have a lot of money.

Congress can raise taxes because it can persuade a sizable fraction of the populace that somebody else will pay.

Opportunity may knock, but temptation rings the doorbell.

A good plan today is better than a great plan tomorrow.
Gen. George C. Patton

Not everything that can be counted counts and not everything that counts can be counted.

Your emotions are often a reverse indicator of what you ought to be doing.
John F. Hindelong

Do not treat the highly unlikely as impossible.

I cant change the direction of the wind, but I can adjust my sails to always reach my destination.

The hardest thing in the world to understand is the income tax.

Unbiased, fee-only, affordable financial direction
Services tailored to your needs: from a single consultation to a comprehensive financial plan
Commission-free investment management
Tax planning advice
Retirement & estate planning
IRA distribution planning or help with your 401k decisions
Cash management counseling
An accredited & trustworthy professional (CPA, CFP)

Soares Financial, Inc. | 2033 First Street, Napa, CA | Phone: 707-255-6900

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