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Our trusted retirement plan consultants will help you Navigate Retirement. In today’s world there are a number of moving parts to retirement and leaving one out of your future could mean trouble. At Sound Financial Strategies Group we take an individual approach to retirement and that means you and your interests are at the core of our plans.

People typically have two major concerns about retirement:

  • Maintaining their standard of living
  • Outliving their money

At Sound Financial Strategies Group, our retirement planning consultants address both of these concerns through prudent investment planning and action. We don’t think a ""rule of thumb"" is adequate in planning for retirement. Each client`s needs and concerns are addressed and a tailored plan designed to accomplish those needs is created. We take into account the money you will need now versus the future because of inflation and let you see how retirement might look.

Each of our advisors at Sound Financial Strategies Group are prepared to review your current company sponsored retirement plan along with any savings you have achieved and show you how to take advantage of all appropriate options.

Some of the retirement plans we can set up for you include:
  • IRA
  • Roth IRA
  • SIMPLE IRA
  • SEP-IRA
  • TSA (403b)  
  • Profit Sharing Plan
  • Money Purchase Plan
  • 401(k)

Contact us today to speak with a retirement planning advisor. Let’s sit down to review your unique position for retirement.




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