Welcome to Sound Financial Solutions
For Life and Legacy Planning
Welcome to Sound Financial Solutions
For Life and Legacy Planning
For Life and Legacy Planning
For Life and Legacy Planning
We strive to be a leading provider of superior tailored financial plans by helping
others acquire the education and discipline necessary to fulfill their life’s dreams.
Our goal is to provide unbiased professional, high-quality
personal financial planning assistance to individuals, families
and small business owners, regardless of age or assets.
Comprehensive personal financial planning takes a holistic look
at your financial position. An integrated analysis of income tax,
estate tax, education funding, investment, insurance and retirement planning provides for complete financial peace of mind.
Our intention is to help clients define financial and life goals and objectives. We will then provide a customized roadmap to achieve attaining those targets.
We hold in the highest regard ethics, integrity, and our fiduciary
duty to always put our client's best interest first. We are fully
licensed and credentialed. You can count on us for objective recommendations and impartial guidance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.