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SORENSON & COMPANY LLC

Independent Financial Counsel

SERVICES

 

TAX & FINANCIAL PLANNING

Integrated tax and financial advice strictly free of conflict.  Pay for advice, not investment products.

  • Cash Flow Projection & Liquidity Planning

  • Retirement Planning

  • Asset Allocation

  • Independent Financial Oversight

  • Transaction Evaluation & Review

  • Income Tax Planning

  • Gift & Estate Tax Mitigation

  • Entity Selection

DIVORCE SERVICES

Expert, consultative, and neutral financial services for both client and counsel.

Expert Financial Witness         

  • Income & Expenditure Analysis

  • Forensic Accounting/Tracing

  • Financial Statement Preparation

Consultative Financial Services

  • Financial Discovery & Documentation

  • Settlement Outcomes Evaluation & Analysis

  • Pre/Post-Judgment Financial Planning

Collaborative/Mediation

  • Financial Neutral

  • Co-Mediation

ILLINOIS EXIT PLANNING

Had enough poor governance, irresponsible borrowing, and oppressive tax schemes?  Consider moving to friendlier states for individuals and businesses.  

We employ comprehensive tax and financial planning in collaboration with legal experts to identify the best financial outcomes while also protecting you from the grasp of prior tax jurisdictions.

 

MATT SORENSON, FOUNDER

 

 

Since 2006, I’ve been providing tax and financial planning services to wealthy individuals and families.  Independence and objectivity are the pillars of my service model.  I provide strictly conflict-free advice and will never sell you investment or insurance products.

Licensing & Accreditations 

  • Certified Public Accountant

  • Certified Financial Planner®

  • Certified Divorce Financial Analyst®

Advanced Training

  • Collaborative skills training, COllaborative Law Institute of Illinois

  • 40 hour performance-based mediation skills training, Center for Conflict Resolution

CONTACT ME

161 N. Clark Street, Suite 1600
Chicago, IL 60601

(312) 515-0114

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Conference Room
 

(312) 515-0114

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©2020 by Sorenson & Company LLC. All Rights Reserved.