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Our History

In 1982, Sammy Dean and Danny Matthews started their careers together. By the late 1980’s they realized a need for financial education and began teaching people about their finances through local colleges. In 1993, they formalized their partnership and established Sound Financial Strategies Group, Inc.

Now, three decades later the company has grown with the addition of partners, Chris McAlpin, Joel Holden, and Karl Simmons and dedicated, knowledgeable financial advisers - Jerry Grantham, and Jim Towns. The company now provides financial education in the workplace as well as through local colleges.

As of 2015, Sound Financial Strategies Group has expanded into the great state of Texas with the merger of K.G. Simmons & Co. into the Sound Financial family. With this addition Sound Financial Strategies Group will be in 4 states and able to provide it’s financial education to more clients as they navigate retirement.

“At Sound Financial Strategies Group, Inc., we are constantly growing and learning to ensure that we are always in tune with the ever-changing economy.” - Danny Matthews


Why Education

The reason Sound Financial Strategies Group, Inc focuses on education is simple. The need is great and the providers of this information are few. Given that finance is a very complicated area of expertise, our goal is to condense the information and present it so that someone with little or no financial experience can understand it. As financial consultants, we believe only then can they make the best financial decisions possible.

 “We want our clients to understand what is happening with their money.” — Jerry Grantham

“We believe an educated investor is a much more comfortable investor, and making that education as easy as possible is our goal.” - Jim Towns

“We want to provide value to those that we work with. Long lasting relationships are important to us.” - Sammy Dean

“Knowledge is power and we want our clients to have what they need to make the best financial decisions possible.” - Chris McAlpin

“We want our clients to be able to think financially and make quality decisions.” - Joel Holden

Now more than ever primary focus of Sound Financial Strategies Group is Financial Education. By teaching individuals how their money works they have a better understanding of their financial options.

 

 

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