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  • My advisor was terrific, but he retired and the new one just isn’t cutting it. (OR: I’m no longer happy with my financial advisor.) Can I just move my accounts to Sound Wealth Advisors, LLC?"
    Yes. If your advisor isn’t getting back to you in a timely manner, doesn’t communicate well when he does, hasn’t done any useful planning, and only calls when he wants to sell you something, Sound Wealth Advisors, LLC will be a welcome change. We will make the transition as seamless as possible.
  • I’ve recently retired. (OR: I plan to retire in the next 10 years.) How can I be sure I’ll have enough money?
    Thanks to demographic trends, we see more and more clients marching toward retirement. Sound Wealth Advisors’, LLC goals-based wealth management approach gives you a framework for addressing this challenge with a disciplined financial strategy for replacing your income. We’ll look at how much you can take from investments each year without eventually running out of money. Plus, we’ll determine how you should be invested to manage through the risks of changing market conditions.
  • I’m a recent widow/widower/divorcee. (OR: I’ve just come into a bit of money—from an inheritance, settlement award, lottery winnings, or a big contract.) I don’t have experience managing money. How can I get some help?"
    Sound Wealth Advisors, LLC can provide the professional investment advice you need. Managing significant assets is a full time endeavor. Hiring a financial professional to assist you can relieve the stress and time commitment of managing assets on your own.
  • I own a business. How can I reduce my taxes?
    For business owners, a retirement account can provide significant tax savings, but choosing the right type of retirement plan can be daunting. Sound Wealth Advisors, LLC will clarify the benefits and limitations and help you determine which retirement structure is the best fit for you.
  • What should I do when I change jobs, or if I lose my job?"
    When you lose your job, it can be stressful if any severance you might have received runs out before you find a new position or career path. Sound Wealth Advisors, LLC can help you evaluate which account to draw funds from first that may minimize the financial impact. When changing jobs, we can help you determine if you should keep your retirement account at your old employer, move it to the new one, or roll it to a self-directed IRA.
  • How can you help me with my elderly parents?
    Sound Wealth Advisors, LLC can help you get a handle on your elderly parents’ financial situation and help provide you more time to give the care needed for the health and living challenges ahead while balancing your own family and career. If your parents need care outside the home, or skilled caregivers within the home, we can help you determine what your parents can afford, and develop an investment strategy to support the necessary expenses.

Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Sound Wealth Advisors are separate entities from LPL Financial.

 

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

 

The LPL Financial registered representative(s) associated with this website 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.

 

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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