Sound Futures is a fee-only financial planning and
Licensed Investment Advisory firm. At Sound Futures , we understand that
people often just want unbiased advice and guidance in making their own
financial decisions. Clients have the
flexibility to engage us on either a one-time, as-needed or ongoing basis. Our unique hourly-fee structure, without a
minimum account size requirement, puts quality financial planning within the
reach of people from all walks of life – not just the wealthy.
Our revenue is derived solely
from fees paid by our clients. We don’t
receive commissions from any source.
This allows us to be completely objective in our client evaluations and
recommendations.
Your financial goals or concerns may include:
Organize your financial
records
Plan cash flow and
spending
Manage your own investments
Fund college education
Plan for a secure retirement
Reduce the burden of taxes
Minimize the effects of inflation
Plan retirement distributions
Create, preserve and transfer
personal wealth
Establish charitable
legacies
Reduce the risk of
financially devastating events
Foster peace of
mind through proper planning
Become a better educated
financial consumer
To help you reach these goals, our services include:
·
Personal Financial Planning
·
Retirement Planning Strategies
·
Cash Flow Spending Plan
·
College Funding Advice
·
Stock Option Advice
·
Lump Sum Distribution Advice
·
Ongoing Asset Management
·
Life and Disability Insurance Needs Analysis
·
Second Opinion on Investments or Current Financial Plan
·
Financial Seminars for Military, Church and Civic Groups
·
Corporate Employee Financial Education — Seminars on
401(k)s, Employee Benefits, etc.
OUR MISSION IS SIMPLE:
To provide timely, unbiased advice. Through the advantages of professional, fee-only planning, we seek to empower our clients to make the best financial decisions possible.
Please read Seven Steps To Building A Brighter Financial Future™ and call for a complimentary consultation.