Sound Financial Group
Design and Build a Good Life™
Our Tri-Fold Mission:
- Do no harm.
- Teach suitable clients how to keep money they may be currently unnecessarily forfeiting to financial institutions and the IRS, and we do this at no out-of-pocket cost - now or ever.
- To thwart the delivery of inefficient and ineffective financial products and strategies that have collectively done damage to the American public.
- With Community Comes Capacity
- Earn the Fidelity of Others
- Action is Accessed by Perspective
- Lead Intentionally
- Take your Integrity Seriously
- Help Others Design and Build a Good Life™
- That the source of a family's economic value is their Human Life Value. Therefore, any planning process must begin with the protection of Human Life Value.
- There are thousands of caring people waiting for us to serve them and it is our job to reach out and solve the issues facing them, before it's too late.
- That by utilizing a principle based educational philosophy with our clients, we can co-create enduring financial legacies with our clients.
- In giving every team member the benefit of the doubt, and commit to taking positive action by addressing issues at their source.
- In on-going education to continually improve and master our craft.
- That we represent a noble profession, causing us to look for professionals inside and outside of our industry that we can support in joining our firm and joining our cause.
Get to Know Us...
We house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
We use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetime. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well-being.
We offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes.
Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future.
We are associated with The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, our firm is well equipped to work with you to build your future.
As your financial professionals, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative wealth.
Once the plan is clear we begin to conservatively advance toward it, never taking more risk than necessary to help achieve the fulfillment of your narrative.
At Sound Financial Group, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs.
Sound Financial Group is a financial and estate services firm. This translates into an in-depth knowledge and understanding of tax strategies, financial services, pension plans, insurance, and other tools needed to build an effective financial foundation for you.
We help individuals, small businesses, and corporations navigate through all phases of their wealth-building journey. We are an uncommon financial strategy firm that has a very distinctive strategy to help you create a clear and exciting map for maximizing wealth in every area of your life.
We have the flexibility to utilize any product or service that fits your needs, including those offered by the most highly rated financial institutions.
At Sound Financial Group, we believe what makes us stand out from the rest of the crowd is our:
- Tri-Fold Mission
- Professional approach to financial planning
- Organizational and personal integrity
- Ability to employ technology to create a better experience
- Team approach to service