Holistic Financial Planning & Investment Management You Can Trust
Proudly serving savvy investors, forward-looking professionals and entrepreneurs, and goal-oriented families in Mississippi and beyond for more than 30 years.
✓ Demystify Your Money
✓ Get an Achievable Plan
✓ Confidently Accomplish Your Goals
Money is complicated and sometimes messy.
When retirement is on the horizon, it brings up questions you've never had to answer.
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When am I safe to retire?
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How do I ensure my spouse is cared for when I'm gone?
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How do I structure assets for my family?
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What are the tax implications of how I choose to invest?
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How do I ensure I don't invest in unethical companies?
Your financial resources and opportunities should bring freedom, not burden. We can help you make sense of it all.
Retirement
Planning
Plan your retirement with confidence. Discover how Sound Financial's tailored strategies can help you achieve financial security and fulfillment in your golden years.
Investment
Management
Optimize your portfolio with our disciplined, rule-based approach. Learn how our framework guides smart, data-driven decisions for your financial success.
Financial
Planning
Plan your financial future with clarity and confidence. Discover our personalized, step-by-step approach to achieving your short- and long-term goals.
Get advisors you can trust, not a sales team trying to sell you a product.
We believe loving your neighbor as yourself also applies to how you do business.
A Plan to Achieve Freedom & Fulfillment
There is no one size fits all solution. First, we listen. Then we'll advise you on the best path forward based on what's important to you.
An Active Approach to Investing
We actively manage your money with our rules-based approach. You deserve better than the buy-and-hold industry status quo.
Fee
Transparency
Never wonder where commissions are being scraped off your earnings. As a fee-based firm, we show you exactly what you're paying for.
Financial planning can feel daunting
and frankly, not that fun.
Most people are never taught what steps to take to reach financial freedom. Or, what questions to ask to make wise financial decisions.
Teachers at heart, we've been teaching clients how to manage their finances wisely since 1993. In that time, we've had thousands of clients use what God has given them to live a life of freedom and generosity.
Planning & Investing Resources
Services to help you achieve your financial goals
A Plan to Achieve Freedom & Fulfillment
There is no one size fits all solution. First, we listen. Then we'll advise you on the best path forward based on what's important to you.
An Active Approach to Investing
We actively manage your money with our rules-based approach. You deserve better than the buy-and-hold industry status quo.
"I trust Sound with investing our savings more than I trust myself.
I know results will not always be what I wish they would be, but I truly believe that over the long haul, they will be better than they would have been if I was doing them."
- Rusty B.
The above testimonial is for informational purposes only and is not representative of each client’s experience, which may differ. The above testimonial was made by a current client of Sound Financial. The client was not compensated in any way for their testimonial.
3 Steps to Confidently Move Toward Financial Freedom
1.
Tell us what you want to accomplish.
We will meet in our offices or over Zoom. The goal? Listen first to understand what's important to you so we can develop a plan tailored to your unique objectives.
2.
Get your personal
financial plan.
Whether you decide to work with us or not, you will leave our initial meeting with a personalized financial plan to help you achieve your goals.
3.
Follow your plan to financial freedom.
Our experienced team is here to help you each step of the way. We regularly check-in and are always a phone call away when you have questions or concerns.
Set yourself up for success with trusted advisors and a clear path to financial freedom.
Most people are never taught how to achieve long-term financial success. At Sound Financial, we use five core principles to help you understand your money and develop a practical plan to achieve financial freedom.
God has blessed you with your financial resources and opportunities; they should not feel like a mystery or a burden.
Our experienced team is here to listen, advise, and get in the weeds with you as you journey to a life of financial freedom and fulfillment.
Ready to get started?
Money By the Book
The 5 Biblical Money Principles that Work in Our Modern Economy
Download our free e-book and learn how to develop a financial plan that's God-honoring and leads to financial freedom.