Retirement Planning Expert
(949) 388-2824
Empower Your Retirement
Securing Your Financial Future
Why Soeren Svendsen for Your Retirement Planning
At Vision 8 Financial, led by President Soeren Svendsen, we are dedicated to assisting individuals in realizing their retirement aspirations through tailored and comprehensive retirement planning services. With a focus on empowering you to take charge of your financial future, Soeren Svendsen is your trusted partner in securing a worry-free retirement.
Meet President Soeren Svendsen
President Soeren Svendsen brings extensive experience in retirement planning and wealth management. His commitment to crafting personalized retirement solutions and individualized approach has been instrumental in helping individuals secure their retirement aspirations.
Personalized Retirement
Experience the impact of personalized retirement services tailored to align with your unique retirement objectives and aspirations. Vision 8 Financial provides comprehensive guidance to help you build a solid retirement foundation and plan for a financially secure future.
Asset Protection
Tailored Retirement Blueprints
​Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk. We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Customized Retirement Solutions
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance . We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Retirement Income
Proactive Portfolio Management
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income. We create a customized retirement income plan, encompassing all sources of income.