Welcome to Sound Financial Strategies. Since 1996, we have taken pride in utilizing a different approach to your investments. We understand you are much more than a “pot of money”. We strive to provide financial expertise that is detailed, transparent, and uniquely yours. We do this while acting in our clients’ best interest as 3(38) fiduciaries. Finances are personal, and making sure that you feel comfortable with who you choose to work with is important.
Comprehensive is a big word. People in the financial world like to throw that word around, but we want you to know what it means to us. Comprehensive means we look at all the details of your financial life and help you organize and coordinate those details. We will examine your auto, home, life, disability and umbrella policies, ensuring you have the right coverage with the right benefits. We will discuss Wills, Trusts and Estates. We will explore Social Security and discover if starting those benefits earlier or later is in your best interests. We will discuss 401(k), IRA (both Traditional and ROTH), Tax Advantage and Tax Deferred Accounts, Stocks, Bonds, Real Estate, Tax Shelters and Business Planning.
For us comprehensive is an in depth word.
Ever wonder if your current investments are being run by someone who is just following a template or being told what to say or sell? Often at “big name financial adviser firms” the representative is offering the same advice to everyone. We do not subscribe to that way of doing business. In order to provide transparency and a plan that is unique to you:
- We understand everyone’s financial situation is unique. We want to build a financial umbrella that is personalized and encompasses all aspects of your life.
- We believe in doing what is right for our clients. Period. We do not earn commissions for investing any of our clients’ money. This transparency allows us to help our clients understand the motivation behind choosing one investment over another.
- We believe in relationships. Our relationships with both our clients and partners keep us focused on the long term goal of our clients, and supporting them for a lifetime.
We invite you to either sit and talk with us individually or perhaps in a group atmosphere by attending one of our Pre-Retirement Educational Seminars at many community colleges in the Pierce County area. Give us a call and we will happily provide you with the details of our upcoming seminars.
We look forward to meeting you.