Welcome To
Sound Investment Services LLC
Sound Investment Services LLC offers access to full service investment services, financial planning, and corporate benefits. In our many years of working with businesses and individuals, we have developed business strategies that allow us to offer our clients great savings and improved efficiency for their corporate benefits packages, as well as, individual investment planning.
As independent financial advisors with LPL Financial, we create unbiased, customized investment and benefits strategies for our clients.
We are committed to helping companies, individuals and families meet and exceed their life and business goals and objectives. Whether our client is an individual, an executive, or a small or large business, our commitment remains constant. We are dedicated to helping our clients define their goals and objectives, educating them on the best options available, then mapping out the best and most efficient path to achieve those goals and objectives.
Check the background of this investment professional on FINRA’s BrokerCheck.
Our Services Include
Medical, Dental & Vision
At Sound Investment Services, we are an independent financial planning firm, specializing in providing benefits to small and medium size businesses.
See MoreVoluntary Benefits
With the rising costs of corporate benefits, most companies provide their employees with basic coverage like medical, dental, and vision.
See MoreRetirement Plans
Retirement can be a smooth transition or a jarring change. While money management is a necessity, planning for lifestyle changes…
See MoreDefined Benefit Plans
Defined benefit pension plans are retirement plans that can offer substantial tax deductible retirement contributions…
See MoreDeferred Comp
In a deferral plan, the market risk associated with an investment is compounded by the credit risk of the company.
See MoreBuy/Sell Agreement
A buy/sell agreement is a contract compelling the purchase or sale of ownership interest on the occurrence of specific triggering events.
See MoreKey Person Insurance
Small businesses, because they have a limited number of employees, frequently have what are called “key employees, who are critical to the business.
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Life Insurance
Life insurance can play an essential part securing the financial future for you and your family.
See MoreLong Term Care Insurance
Without a crystal ball, it is difficult to predict exactly who will need long-term care or for how long they will need it.
See MoreCollege Savings
As a college education becomes a more integral part of a person v?s success, in the work force, planning for your child’s education is becoming more and more vital.
See MoreEstate Planning
Estate planning is a topic that most people would rather not think about. After all, it involves two, less than desirable, topics – death and taxes.
See MoreFinancial Planning
Investing can be a highly emotional experience. This outline of market emotions can help you take a rational approach to market fluctuations.
See MoreRetirement Planning
Retirement can be a smooth transition or a jarring change. While money management is a necessity, planning for lifestyle changes and psychological adjustments is also very important.
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