Retirement planning designed 
to help you live a fulfilled life.

Retirement Planning

Schedule an Appointment

Is there a perfect retirement plan?

“Perfect” doesn’t always fit into real life. However, we believe there’s an ideal plan for you. We’ll help you to imagine what your ideal retirement plan might look like for you starting with several questions.

  • Why are you ready to retire?
  • What will be your new focus?
  • How will you spend your time?
  • How will you serve others?
  • What will fulfill and validate you?
  • How will you financially accomplish these goals?

The Sound Financial Approach to An Effective Retirement Plan

Retirement is often sold to us as the “Golden Years” of our life. That can be true if you plan well, seek fulfilling opportunities and search for new adventures.

Here’s our 3-step approach to retirement planning:

Financial Security

Financial security means different things to different people. 
We’ll help you define what it means for you and develop a plan for you to pursue it.


Planning for Life

Regular life still happens in retirement amid things like travel and recreation. We’ll help you think through what you want your days and weeks to look like so you can plan accordingly.


Purposeful Generosity

Over the years, we’ve observed that retirees who choose to focus some of their resources outward are more fulfilled than those that only focus inward.

When you have a retirement plan, you can live generously, helping others in ways that are most fulfilling to you.

Ready to meet with an advisor?

Schedule an Appointment

3 Steps to Confidently Move Toward Financial Freedom


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.


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.


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.

"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.

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.