Why Us


Sound Income Strategies differs from other Registered Investment Advisory firms due to our fundamental expertise in the “universe” of income-generating savings and investment strategies. Individual fixed income tools and strategies offer some protection against the kinds of devastating financial losses experienced by many Americans 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. Despite these dramatic drops, many financial advisors and brokers today remain “stuck in the 90s” mentally, advocating primarily stock market-based strategies, with fixed-income being merely an afterthought. As a result, many take shortcuts in the fixed-income world (for example, using bond funds instead of individual bonds) because they lack the specialized training and expertise it takes to effectively implement and manage individual fixed-income strategies on behalf of their clients.

With the potential for another major stock market correction in the coming years a concern among many economists, individual fixed income securities remain ideal options for working Americans seeking to enjoy their retirement years with dependable income, financial security and peace of mind. Additionally, active management – of the kind provided by Sound Income Strategies – further helps fixed income strategies continue to meet or exceed these objectives in the face of an impending shift in the direction of interest rates after a three-decade downward trend. (See “Our Story”).

A survey conducted in 2014 revealed that a majority of Baby Boomers (Americans born between 1946 and 1964) were more afraid of running out of money before death than they were of death itself. Considering what the U.S. economy, job market and stock market have gone through since 2000, and the fact that traditional employer-based pension funds are largely a thing of the past, the survey is hardly surprising.

Sound Income Strategies is uniquely qualified and dedicated to working with clients to help develop savings and investment strategies that enable them to look forward to retirement with excitement, a sense of security, and reliable income!



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