Pursue Your Financial Goals

At Sound Wealth Services, we're committed to helping our clients achieve their financial goals! That's why we formed a relationship with LPL Financial, a full-service broker-dealer and registered investment advisor.

Through LPL Financial, you have access to complimentary, no obligation consultation with a financial representative, who works with you to help identify and plan for your long-term financial goals.

To get started, contact a LPL Financial representative at 1-800-458-5585.

Consumer Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Long-Term Care
  • Advisory Accounts

Business Products

  • Key Person Insurance
  • Retirement Plans – 401(k), 403(b)
  • Financial Planning for Business
  • SEP and Simple IRAs
  • Life Insurance
  • Disability Income Insurance
  • Succession Planning

Services

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Trust Services 

Asset Allocation

Finding the right balance of investments can be both challenging and rewarding. It can become even more difficult as your goals and needs change over the years. Asset allocation divides your investment portfolio into different asset classes.

Maintaining a well-balanced portfolio also requires updates and changes to investments over time. You have access to portfolio management resources with very low fees!

  

  

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.