Sound Financial Group is committed to providing the most comprehensive financial strategies for you, your family and your business.
Business Owner Strategies
Additional Planning Strategies
Legacy of Significance Process™
We’ve evolved a finely-tuned ability to consistently guide our most successful clients through systematic wealth building. We call this process our Legacy of Significance™.
This process puts these sophisticated financial management controls right in your hands. First, we cast your vision of the future; we then set an intention for our work together, establish a plan and strategy and give you the ability to instantly track your progress as we go forward. Our skilled advisors help you steer clear of the barriers between you and your dreams. We help you understand the commitments you will need to hold onto during your journey and to seize outstanding opportunities available to you. You are the captain of your ship. We are your top-notch navigators and an experienced crew guiding your journey. Sit back, breathe easy and enjoy the voyage.
To learn more about how to plan your Legacy of Significance™ simply contact your representative to schedule a conversation.
The Living Balance Sheet®
Financial Guidance that Works
Most people use traditional financial theories and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets at risk, we consider your complete financial picture and put your financial security first. It’s time to get it right.
Without adequate protection, your wealth is left exposed to unexpected life events. Your income needs to be protected with the same full replacement approach you use with auto and homeowners’ insurance. We’ll help you discover your real value and protect it for life.
More Money In Your Pocket
Make the most of what you have. We’ll help improve your cash flow by showing you how to:
- Live a budgeted lifestyle
- Reduce your debt
- Increase your discretionary income
- Gain tax efficiency
Save and Grow
Investing the right way means more than simply chasing a rate of return. A focus on minimizing risk and becoming more tax efficient allows you to make money while still having enough cash on hand to cover emergencies.
How much do you need for retirement? Forget whatever arbitrary numbers you’ve heard. Future market performance, medical and tax expenses, and even your own longevity are impossible to anticipate. There is a better way to plan for retirement that doesn’t involve guessing about the future.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.
*Neither Guardian nor its subsidiaries issue Major Medical Insurance products or services.