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 401(k) 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 understand all of their investment options, the importance of financial defense, the facts about stock market history, and how changing interest rates can affect certain investments—particularly income funds—adversely.