For 25 years, Sound Financial Group has assisted thousands of smaller investors and their families save for a sound retirement. We invest in the same Life Cycle portfolios that large pension funds and wealthy individuals have used for decades. We have an investment team with over 70 years of experience and we specialize in the smaller investor who would like smart, affordable money management.
As an investor your objective is to position your money today to receive more money in the future. Being a smart investor, you need to ask yourself four questions:
Do I have a plan in place to achieve my goals?
How much risk or downside can I tolerate?
What is the expected rate of return I want to receive?
What is my time horizon for when I will need this money?
Sound Financial Groups' knowledge combined with the PlanMember Services proven approach; is based upon trust, regular contact and an investment philosophy that is aligned with our clients'. Our goal is to reduce risk while improving returns for our clients through proper asset allocation and diversification.
Sound Financial Group represents over 200 mutual selling agreements including funds from: Oppenheimer, Van Kampen, Fidelity, American Funds, Federated, MFS, American Century, Janus, Franklin Templeton and ING.
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