Oversight of business finances and operation

I am the Founding Partner of Ark Financial Group, a boutique financial firm headquartered in Austin, TX. I specialize in business and personal financial planning, and have extensive experience developing intricate financial solutions for business owners and executives in construction, software, real estate, and other industries. My clients range from established corporations to family businesses and professional individuals and families.Working with a team that includes a CPA, JD, CFP, CFA, MBA, and other advanced degrees, I am proud to have received national recognition for my innovative solutions lowering the risk of business ownership while increasing profitability for my clients. I have been privileged to work with some of top businesses and families in Texas, helping them solve complex problems involving estate, financial, and insurance planning. I am very active in the political arena, and I lobby the United States Congress for two Political Action Committees on finance and tax regulations. I enjoy speaking throughout the community on topics such as business succession, estate planning, stewardship, and financial responsibility in churches, corporations, and various associations. I am a proud graduate of Texas A&M University with a bachelor’s degree in Finance and Engineering, and I currently reside in Austin.

Lobbied Congress on tax legislation

Lobbied Congress on tax legislation

The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives. As a Member Agent of The Nautilus Group®, I have exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning. The Nautilus Group® is a service of New York Life Insurance Company and membership is limited exclusively to agents of the company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.

Through his affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, Jeff provides sophisticated wealth management services by designing customized investment solutions that address his clients’ unique investment objectives and risk tolerance levels. Jeff’s investment knowledge, coupled with Eagle’s diverse team of investment experts, allows him to provide the continuous financial guidance needed to help his clients achieve long-term financial success.----------Jeff Socha is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside this state referenced. Jeff Socha is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a registered broker-dealer. 6200 BRIDGEPOINT PARKWAY SUITE 300 AUSTIN, TX 78730. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced. Jeff Socha is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in the specific state referenced. Ark Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Ark Financial Group as well as NYLIFE Securities LLC and its affiliates do not provide tax, legal or accounting advice.