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Sound Financial Strategies Group
Sound Financial Strategies Group
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  • Services
    • Investment
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    • AT&T Retirees
  • About
  • Resource Center
    • Downloads
    • Articles
    • The Chase Podcast
    • Client Updates
    • Helpful Videos
    • Books
      • Money By The Book
      • Failure & Success
      • Invest to Prosper
    • How We Define Terms
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Regulatory Documents

Form ADV Part 2 (“Brochure”)

Form ADV Part 2B Brochure Supplement

SFSG Form CRS March 2025

WealthShield ADV

SFSG Form ADV Part 2A, Appendix 1

SoundFSG Privacy Notice

Sound Financial Strategies Group

Office Hours

Monday-Thursday
8:30 AM - 5 PM 

Friday
8:30 AM - 4:00 PM | Fri


116 One Madison Plaza
Suite 1100
Madison, MS 39110


Toll Free: 877-462-3744
Fax: 601-856-1621
Phone: 601-856-3825

About
  • Our Team
  • Contact Us
Services
  • Investing
  • Retirement Planning
  • AT&T retirees
Learning Center
  • How We Define Terms
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  • Podcast
  • Books
    • Money By The Book
    • Failure & Success
    • Invest to Prosper
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  • SFSG Privacy Policy
  • Disclosures
  • Terms
  • Regulatory Documents

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Investment Advisory Services offered through Sound Financial Strategies Group, LLC (“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.

SFSG is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Sound's Investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request.

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© 2025 Sound Financial Strategies Group. All rights reserved.

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