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Our 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...

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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