Sound Financial Solutions

About Us

Our personal financial planning methodology is designed for clients who want ongoing help with their finances. The process includes financial planning advice as well as 24/7 access to our online financial planning application. We work together to establish your goals and objectives. We then create a personalized financial plan, a customized roadmap intended to help achieve your dreams, one step at a time.

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.

We provide financial planning services to individuals, families and small business owners on a fee-only basis. We do not earn fees or commissions based on the performance of your assets. This allows us always to put the client's best interest first and provide unbiased advice tailored to the unique needs of each client.

We hold in the highest regard ethics, integrity, and our fiduciary duty to always put our client's best interest first, always.