Return on Principle

Return on Principle

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Return on Principle

Our Clients

Our Clients

While Sound Income Strategies works with a broad range of clients, we specialize in working with those who are retired or nearing retirement. Increasingly that means working Americans in the Baby Boomer demographic who understand that, compared to previous generations, the game has changed significantly when it comes to retirement planning. For most Boomers, traditional, employer-based pensions no longer exist, and in the wake of two major stock market drops since the year 2000, many have learned the hard way that the mutual funds in their 401k plans are vulnerable. Boomers understand the onus is on them, more than ever before, to prepare financially for retirement and to protect their assets. With that in mind, we put a strong emphasis on client education, working with all clients to ensure that they have the best possible investment strategy to meet their goals. We help them to understand all of their investment options, the importance of financial defense, the alarming facts about stock market history, and how changing interest rates can effect certain investments – particularly bond funds – adversely.

Risk Analysis

Risk Analysis

Virtually no investment option is without some degree of risk. But the amount of risk you can afford to be taking with your investments differs drastically depending on numerous factors, in particular your age, cumulative assets, income needs and retirement goals. Too much risk can be especially costly in the 10 years just before and after retirement, as many unfortunate investors learned when the stock market plunged by nearly 50% from January 2000 to March of 2003, and by over 50% from October 2007 to March of 2009. In each instance, it took six or seven full years for the stock market to rebound to its previous peak, forcing retirees and near-retirees who got caught in the downdraft to either postpone retirement or return to work. Sound Income Strategies specializes in working with clients individually to conduct a thorough portfolio risk analysis. We help clients avoid unnecessary risk and incorporate “defensive” financial strategies that help protect against damaging losses. At the same time, our active management strategies help you maximize income and growth opportunities and better ensure the achievement of your long-term financial goals.

For more information call (954) 487-1860
Custom Portfolios

Custom Portfolios

Our Portfolio Managers and Analysts look to invest for you — Your income needs, your tax situation, your estate goals, and your risk tolerance. This is unique and aims to provide the service and outcome clients deserve. We’ve invested in the most up to date analytical tools, and professionals that have attained the most coveted designations in their field. The result is the ability to research options, and to the extent available in the marketplace, fulfill specific client goals.

For more information call (954) 487-1860