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Sound Financial Group - Bothell, Washington

Keys to Investing for Retirement 5 Smart Investment Strategies The Rule of 72 Suddenly Single: 3 Steps to Take Now

Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

Business Planning

Insight and information for employers and employees.

Investment Strategies

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.


Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.


Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

As of Today, You’re Different.

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.


5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

All Under One Roof

Consolidating your assets onto one platform can reap multiple benefits.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Insurance Planning Following Divorce

If you are recently divorced, take steps to ensure that you are properly protected.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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