Look to Us in Your Financial Journey

With any journey, it's necessary to have a map that will navigate you in the direction you want to go. A comprehensive personal financial plan is necessary to address any situation life brings. As strategies, family matters and economic conditions change, so do your goals and objectives. That's why financial planning is an ongoing, dynamic process. 

At Sound Wealth Services, LPL Financial representatives are here to provide you with financial strategies for life. Call 1-800-458-5585 for more information.

We can help you with whatever life stage you are in:

  • Introduction to Investments
  • College Education Planning
  • Changing Jobs
  • Estate Planning
  • Retirement Planning
  • Business Planning
  • Long Term Care 

Introduction to Investments

The first step toward building a secure financial future is to begin building a financial investment plan. An LPL Financial Representative is available to meet with you to learn your needs and long-term goals.

College Education Planning

Whether a child wants to be an astronaut, a doctor, or a lawyer, parents are concerned about the cost of higher education and how they are going to pay for it. That's why parents need to plan ahead for their child's future. College education planning can play a key role in successfully securing financial assistance for your child.

An LPL Financial representative will evaluate the financial decisions you face and help you make informed decisions with your money.

Changing Jobs

A crossroads in your career could open a window to many investment opportunities. Whether you are leaving or changing jobs, there are many financial decisions to consider. 

The first thing to do is ensure that your life and health are insured. Then, you'll want to decide what you should do with your retirement plans. People who switch employers are often faced with a big decision: what to do with the money they have accumulated in their 401(k)? You can either keep your current plan, start a new employer's plan, or you can move your eligible retirement fund to your own individual Rollover IRA account to maintain the tax-deferred status of the earnings in your account.

Whatever road you decide to take, Sound Wealth Services can help guide you along and make sure you're aware of the options during such transitions. An LPL Financial Representative will evaluate the financial decisions you face and help you make informed decisions.

Estate Planning

Estate planning is a crucial part of financial planning. You must think not only about your goals today, but also for future generations. Once you have planned retirement and invested, it's time to focus on how your assets will be managed after you pass.

Whatever road you decide to take, Sound Wealth Services can help guide you along and make sure you're aware of the options available to you during such transitions. An LPL Financial Representative will evaluate the financial decisions you face and help you make informed decisions with your money.

Retirement Planning

Most people envision their retirement as the time when they can live a life of leisure. Retirement does not simply begin at age 65.

At Sound Wealth Services, we want to help you achieve the goal of stable retirement. Whether your retirement is next year or 20 years from now, it's vital to have a solid plan. Most people can no longer rely solely on a pension or Social Security. Whether you utilize tax-advantaged savings plans such as 401(k)'s or IRAs, it's important to map out your financial future so you can have confidence today and freedom tomorrow. 

At Sound Wealth Services, LPL Financial Representatives are here to give you an honest, realistic approach to your retirement options.

 

  

Securities and advisory services offered through LPL Financial, a registered Investment Advisor member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sound Community Bank and Sound Wealth Services are not registered broker/dealers and are not affiliated with LPL Financial.

NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

The LPL Financial registered representative(s) associated with this page may only discuss and/or transact business with residents of the following states: Washington, California, Arizona, Michigan and Oregon.