— About

Sonya Ackerson

and The Sonya Group

Sonya Ackerson

Founder/CEO

Sonya Ackerson has been helping seniors navigate the unique challenges of aging for fifteen years. She is passionate about finding seniors and their families the best options for their needs and budget. She is knowledgeable about the diverse issues facing older adults and maintains the highest ethical standards when helping individuals find appropriate, customized solutions for the future. Sonya always takes a relationship-oriented, hands-on approach rooted in compassion, empathy, and expertise.
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Prior to creating The Sonya Group, Sonya spent 20 years as a financial advisor. This background helped her craft the Medicaid Action Planning® system which allows her to find unique solutions for even the most complex situations, while, if at all possible,  protecting individuals’ hard-earned assets.

Sonya from the Sonya Group

The Sonya Group Team

The Sonya Group utilizes several senior professionals with a combined experience spanning 60 years.  They have expertise in Prepaid Funerals, Medicaid Compliant Income Annuities and day-to-day operations.  
I would like to recognize Rebecca-Underwood Pellmann, from Wisconsin, who helps with day-to-day operations and assists in answering questions and Medicaid applications.  Also, Bernardino Restrepo, CMP, who assists in the Medicaid Compliant Income Annuities and Prepaid Funerals and Sara Guida, who assists with Prepaid Funerals.

The Sonya Group has the resources and experience necessary to find out-of-the-box solutions for complex situations.

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What People Are Saying

Sonya and Jackie have done a marvelous job taking care of us and I really appreciate it. I will continue to mention your services whenever I talk to someone in this situation. Thank you!

- Nancy

You ALWAYS took the time to truly listen and give meaningful input and guidance. It was so comforting knowing you had our best interests at heart. I also know that without you and your services, our lives would have been so much more stressful and tense; our appreciation and gratitude remain immense.

Your are truly a forerunner in your profession and an exceptional asset to those you help!

-Terri

Thank you. We would not have gotten it done without you in a timely manner.

- Elden

My husband & I benefited greatly from the assistance provided to us by Sonya and her staff at The Sonya Group in working through the process of applying for Medicaid. They had the knowledge and patience to walk us through all the paperwork involved and advised us on options available to us to protect some of our assets. They continue to be supportive with our questions regarding Medicare/Medicaid and other age-related issues. I would recommend their services to any family approaching long-term care placement for a loved one.

— Candace

Thank you so so very much for everything you’ve done.
Truly a God send Never would have figured it out on my own.
So grateful and appreciative for you and Jackie

- Wendy

I understand you advised my brother in-law Randy on how to deal with his parent's Medicaid issues. As I text, his mother is passing from this life. I just wanted to say 'Thank you' for all the help you have given us, above and beyond your original 'contract' with our family. God bless you!

- sam