My Financial & Investment Services
How we can help you? As an Independent Financial Planner, I focus on what is beneficial to you. Sound Advice Financial Planning is not beholding to any particular companies and are not subject to quotas of any kind. Some of the areas where we can help you:
- Qualified Retirement Plan Setups/Takeovers
- IRA/401k/403b Rollovers
- Retirement Planning
- Wealth Management
- Estate Planning
- Tax Planning
- Family Wealth Transfer
- Charitable Remainder Trusts
- Life Insurance
- College Education Funding
- Insurance Policy Evaluation
What matters to you is what matters to us.
Our values are what drives our actions every day.
A process designed with YOUR end goal in mind.
While we work hand in hand on how to get to end goals, steps in the process, what my unique process is...
Teamwork is a Key!
At Sound Advice Financial Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Working together with you, we can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- When can I retire?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Financial Advisor David Lesnick has helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your your needs, goals, and individual situation.