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•••••@soundwealth.net
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•••••@•••••.com
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Current company Sound Wealth Management
Financial Services · 4 employees · Lakewood Ranch, Florida, United States
Creating an effective financial plan to ensure you have the money when you need it most can be very complex. For nearly every decision, we consider a variety of dynamics – a changing tax code, numerous investment choices, the timing of compensation, and the tax consequences, and many more. Sound Wealth Management’s advice simplifies your decision-making by bringing you focused options based on your aspirations and circumstances. Our goal is to help you work toward your goals and dreams. We pride ourselves on fostering lasting relationships with our clients. It is truly what we love to do. No matter what stage you are in, our advisory team’s mission is to instill confidence in your financial well-being. We specialize in employer-sponsored retirement plans, Medicare, financial planning, wealth/asset management, 529 education savings plans, and many other financial vehicles to pursue your financial plan. Call (94••••••22 for a free consultation. We have offices in Bradenton, Florida, and Tucson, Arizona, but are licensed in most other states across the USA for your convenience. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.