Unmatched Service
We use our expertise to create meaningful, one-of-a-kind financial plans uniquely crafted to fit our clients’ goals and extend the longevity of their wealth for generations to come.
See Our Services below.
Our Services
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Consolidate, view, and control your financial life through one source.
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No two clients are the same. We provide actionable steps to make the correct financial decisions at opportune times. We plan to grow and protect your wealth while accomplishing your goals.
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Develop a strategy to minimize your income tax and capital gains tax exposure. We plan annually for your taxes to be paid at the lowest available rate through Roth conversion and tax-loss harvesting strategies.
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Your overall investment portfolio fuels your ongoing financial plan. We manage your portfolio allocation and take advantage of tax minimization opportunities.
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Determine your retirement income withdrawal strategy and establish when to take social security.
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Review your insurance needs, benefits, and costs. The analysis includes life, disability, liability, property, long-term care, and health insurance, including Medicare.
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Formulate a plan to prepare for your liability payments, removing the pressures of lump-sum surprises.
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Make sure your loved ones are cared for or make the most of what has been left to you.
At Sound Wealth Management, the client's best interests are at the forefront of our recommendations.
Transparency is at the core of what we do. Our fees are outlined upfront and transparent. You can feel confident that we provide advice because we believe it is in your best interest.