People, as a rule, will work hard within cultural common sense and just assume that all will go well. But, “right now, 90 million Americans are faced with the most critical investment challenges of their lives.” They are not prepared and are unsure how they will support themselves when they retire. That cultural common sense must not be working.
Financial advisors are taught to advise the majority of people. The median household income in this country is $46,000 a year. Financial institutions are organized around acquiring the masses as clients. The clients of Sound Financial Group are the top 10% households as deﬁned by annual income and net worth. We are committed to building a ﬁrm that will help our clients in areas that matter to them most.
Many of our clients have questions like:
- Am I making the best use of the dollars I am saving?
- Will I be able to retire and be okay given I may live 25-30 years in retirement?
- Am I exposed to losing a great deal of my wealth or income if I were to be sued?
- When I leave this earth what kind of impact will I leave behind?
Sound Financial Group was created as a result of its founder realizing that many people feel as though they have been taken advantage of when meeting with a traditional ﬁnancial advisor. Often these people are pushed toward a set of pre-packaged investments that aren’t tailored to their desires. These potential clients can feel they have lost control of their money and aren’t involved in the process. We oﬀer a process that gives our clients the tools to succeed and supplies them with the guidance on achieve a GOOD LIFE FOR THE REST OF YOUR LIFE.