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  • Putting Our Money Where Our Mouth Is

    You’ve heard us talk many times at Sound Financial about faith and how we believe we exist for a higher purpose. We do that because we believe we are to be salt and light to the world around us as the Bible instructs. We also do that because we hope that our clients and others in our industry will follow suit and try to seek a purpose for the profit we’ve all been blessed with. With that said, we are thrilled to announce two areas where we are working to put our money where our mouth is both at home and internationally.

    First, we have found an organization that is changing lives for young men in the Mississippi Delta. Delta Streets Academy started as an after-school program in Greenwood, MS, giving students a place to hang out, be safe, and play ball. It is has grown into a 7th – 12th grade school for boys. Delta Streets’ goal is to equip the young men that walk through their doors daily with the Gospel of Jesus Christ, and the skills needed to live a life that honors God. We are very excited to be a partner with Delta Street Academy in a variety of ways including a sponsorship in their upcoming golf tournament fundraiser. You can learn more about Delta Street Academy by visiting http://www.deltastreetsacademy.org/.

    On the international front we are excited to be partnering with “But God Ministries”. In the fall of 2010, local pastor Stan Buckley led his church into a mission project in Haiti whereby they would build a sustainable community for those still living in tents as a result of the devastating earthquake that took place in January of 2010. From this “short term” mission trip grew a full-scale ministry investing in and growing a sustainable community in both Haiti and the Delta of Mississippi. One of the ways Sound Financial is partnering with BGM is with the formation of a micro-loan program that benefits businesses in Haiti. You can learn more about But God Ministries at https://www.butgodministries.com/.

    We at Sound Financial believe in the wholistic approach that DSA and BGM are employing. We often see poverty come in three areas; spiritual, mental, and physical, and we believe these organizations are addressing all areas of poverty. When the Bible says “instruct those who are rich in this world to not trust their money but trust God; to be rich in good works, generous to those in need, and always being ready to share with others”; God means for us to invest our time, money, and resources. This means for us to invest our best into others. We believe both of these organizations do an excellent job of this, and we are excited about our future with each. Be on the lookout for more information about how you can join in on their efforts. We hope you’ll join us in finding purpose in your profit!

    Investment Advisory Services offered through Sound Financial Strategies Group, Inc. (“SFSG”), a Registered Investment Adviser. Certain representatives of SFSG are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. SFSG and APW Capital are separate and unrelated companies. 

     

    The opinions voiced in this article are for general information only. They are not intended to provide specific advice or recommendations for any individual and do not constitute an endorsement by APW Capital.

  • Sound Financial’s Outside Chief Investment Officer named to Investment News’ 2018 “40 under 40” List

    InvestmentNews has recognized WealthShield Co-Founder and Sound Financial Strategies Group’s Outside Chief Investment Officer Clint Sorenson as a 2018 40 Under 40 Honoree. Sorenson was chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.

    InvestmentNews’ 40Under40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.

    “Winners were chosen based on their level of accomplishment, contribution to the financial advice industry and leadership,” explains Frederick P. Gabriel Jr., editor of InvestmentNews. “They are role models for other young individuals who are striving to make a difference.”

    "I started seeing troubling trends in the industry — the rise of automated investment management and advisers getting pushed out of investment management," Sorenson said. "I wanted to fight for the adviser. I see an important centerpiece of the client relationship being replaced."

    Sorenson, along with the others making the 5th annual 40 under 40 list, is highlighted in the June 18th issue of InvestmentNews and online at investmentnews.com. To read his full feature, click here. To learn more about the other 2018 winners, awards, and the luncheon please visit:

    http://www.investmentnews.com/section/awards-and-recognition/40-under-40

    Sound Financial is honored to have the opportunity to work with one of our industry’s best and brightest. Congratulations Clint!

    The InvestmentNews40 Under 40 List is an independent listing produced annually by InvestmentNews. The 40 Under 40 List is chosen from a pool of almost 1,000 nominees based on data gathered from a panel of reporters, editors, and other representatives of InvestmentNews. InvestmentNewsdetermines nominees’ eligibility for the 40 Under 40 List based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. This award does not evaluate the quality of services provided to clients and is not indicative of WealthShield’s future performance. Neither WealthShield, Sound Financial, nor Clint Sorenson paid a fee for inclusion in the 40 Under 40.

     

    WealthShield is a registered investment adviser. Registration does not imply a certain level of skill or training. More information about WealthShield including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request.

     

    Investment Advisory Services offered through Sound Financial Strategies Group, Inc. (“SFSG”), a Registered Investment Adviser. Certain representatives of SFSG are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. SFSG and APW Capital are separate and unrelated companies. 

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