We Have Advisors In Your Area Ready to Help

Sound Income Strategies provides personal Retirement Planning Services, Investment Management, and Income Investing Services based on your unique needs and financial goals. All of our advisors are specially trained to help you ensure you do not outlast your savings in retirement. Our goal is to help you reduce stock market risk and generate reliable streams of income you can count on. With offices from coast to coast, whether in person or online, we have an advisor in your town. Contact one today:

Abbas Danesh

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

Aggie Valenta

Scranton Financial Group

Albert Flores

Fortress Financial Group

Website: http://retirementxdesign.com

Amanda Johnston

Johnson Wealth & Income Management

Website: http://www.johnsonwim.com

Andrea Hall

Arbor Financial Services of Florida, Inc.

Antonio Muia

Investment Advisor Representative

Benjamin Barning

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

Billie Aponte

Aponte Financial Services

Website: http://apontefinancialservices.com

Brad Williams

Brad Williams Financial Services

Website: http://askbradwilliams.com

Bruce Rellstab

Community Financial and Retirement Services

Website: https://commfinancial.com

Chuck Kowalski

Investment Advisor Representative

Connor Stewart

Crystal Lake Tax and Financial Services

David A. Tetley

New England Financial Partners, LLC

Website: https://soundincomestrategies.com

David A. Eissman

Eissman Wealth Management, LLC

Website: https://eissmanwealth.com

David McAdams

McAdams Group, LLC

Website: https://www.mcadamsgroupllc.com

David Scranton CLU®, ChFC®, CFP®, CFA, MSFS

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

David Stearns

Stearns Retirement Group

Website: http://stearnsretirementgroup.com

David M. Wright

Wright Financial Group

Website: https://wrightfinancialgroup.com/

Dee K. Carter

Carter Financial Group

Website: https://carterfinancial.fixedincomecounsel.com

Drew Pelton

Drew Pelton Investment Services

Website: https://drewpelton.com

Eric Lardner

Abundant Wealth Management

Website: https://abundantwealthmanagement.com/

Eric Lutton, CFA

Sound Income Strategies, LLC

Website: https://soundincomestrategies.com

Fabiano DeFranco

The Retirement Solution, LLC

Website: https://retirementsolutionva.com

Frank Beedle

Stearns Retirement Group

Fred Atlas

Atlas Financial Advisory Group, Inc

Website: https://www.atlasfinancialadvisorygroup.com/

Gary R. Komarek

North Shore Asset Management and Tax Advisory

Website: https://www.nshoreamta.com

George Coules

Website: https://soundincomestrategies.com

Jacob Betteridge

Scranton Financial Group

James Locke Jr.

Poole Locke Associates

Website: http://poolelocke.com

Jason D. Carrier

Scranton Financial Group

Website: http://www.scrantonfinancialgroup.com

Jeanne L. Tatoian

Scranton Financial Group of South Windsor

Website: http://scrantonfg.com

Jeffrey D. Bliss

Bliss Wealth Management

Website: https://blisswealthmanagement.com/

Jeffrey Small

Arbor Financial Services of Florida, Inc.

Website: https://arbor-financial.com

Joel Fernando

Stearns Retirement Group

John E. McCartin

McCartin Financial

Website: https://safenestegg.com

Karolyn McDonald

Arbor Financial Services

Website: https://arbor-financial.com/

Keely Escalante

Sound Income Strategies, LLC

Website: https://soundincomestrategies.com

Kris Cowles

Tequesta Retirement Group

Lindsey Cotter

Retirement Income Solutions, LLC

Website: http://risolutions.net/

Lora Rolin

WilLo Financial

Mark Graber

Senior Advisors, Inc.

Website: http://www.senioradvisorsinc.com

Matthew Johnson

Johnson Wealth & Income Management

Website: http://www.johnsonwim.com

Michael Ceccio

Arbor Financial Services

Michael Stewart

Crystal Lake Tax and Fin. Services

Website: http://crystallaketax.com

Nathan Cox

Retirement Income Solutions, LLC

Website: http://risolutions.net

Nina B. Strickland

Financial Coach, LLC

Website: http://www.financialcoachllc.com/

Patrick Peason

Peason Financial Group

Website: https://peasongroup.com

Randy Dorcey

Dorcey Financial, LLC

Website: https://www.dorceyfinancial.com

Richard Burt

McAdams Group, LLC

Rick Bates

Integrity Investment & Tax Advisory, LLC

Website: https://iiata.com

Rick Prosser

North American Financial, LLC

Website: http://nafincome.com

Rusty Donohue

Texas Retirement Solutions

Website: https://www.retirementsolutionstexas.com

Scott Enzor

McKenzie Financial Group

Shane Pearcy

Retirement Income Solutions

Website: http://risolutions.net

Steve Archer

Strategic Senior Benefits Group

Website: https://ssbenefitsgroup.com

Steven Szikszay

Horizon Wealth Partners

Stuart Chamberlin

Chamberlin Financial Inc.

Website: https://www.chamberlinfinancial.com

Taylor Perry

McAdams Group, LLC

Website: https://www.mcadamsgroupllc.com/

Thomas Falter

North American Financial, LLC

Website: http://nafincome.com

Tim Beauregard

Focus Financial Planning

Tim Sparks

Sparks Financial Group

Website: http://sparksfg.com

Victor Green

Goodman Green Wealth Mgmt.

Website: https://goodmangreen.com

Wenhua Chen

Investment Advisor Representative

Abbas Danesh

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut
Location: Westbrook, CT

Aggie Valenta

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors

Albert Flores

Position: Fortress Financial Group
Phone: (888) 303-3203
Email: [email protected]
Categories: Advisors
Location: California
Location: San Ramon, CA

Amanda Johnston

Position: Johnson Wealth & Income Management
Phone: (515) 332-7000
Email: [email protected]
Categories: Advisors
Location: Iowa
Location: Humboldt, IA

Andrea Hall

Position: Arbor Financial Services of Florida, Inc.
Phone: 321-795-4799
Email: [email protected]
Categories: Advisors
Location: Florida

Antonio Muia

Position: Investment Advisor Representative
Phone: (724) 709-9507
Email: [email protected]
Categories: Advisors
Location: Florida

Benjamin Barning

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut
Location: Westbrook, CT

Billie Aponte

Position: Aponte Financial Services
Phone: 856-380-4063
Email: [email protected]
Categories: Advisors
Location: New Jersey
Location: Moorestown, NJ

Brad Williams

Position: Brad Williams Financial Services
Phone: (256) 536-3075
Email: [email protected]
Categories: Advisors
Location: Alabama
Location: Huntsville, AL

Bruce Rellstab

Position: Community Financial and Retirement Services
Phone: (978) 840-4288
Email: [email protected]
Categories: Advisors
Location: Massachusetts
Location: Leominster, MA

Chuck Kowalski

Position: Investment Advisor Representative
Phone: (954) 932-3060
Email: [email protected]
Categories: Advisors
Location: Florida

Connor Stewart

Position: Crystal Lake Tax and Financial Services
Phone: (815) 526-3092
Email: [email protected]
Categories: Advisors
Location: Illinois
Location: Crystal Lake, IL

David A. Tetley

Position: New England Financial Partners, LLC
Phone: (203) 521-3894
Email: [email protected]
Categories: Advisors
Location: Connecticut
Location: Fairfield, CT

David A. Eissman

Position: Eissman Wealth Management, LLC
Phone: (678) 438-8881
Email: [email protected]
Categories: Advisors
Location: Georgia
Location: Acworth & Woodstock, GA

David McAdams

Position: McAdams Group, LLC
Phone: (901) 737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee
Location: Cordova, TN

David Scranton CLU®, ChFC®, CFP®, CFA, MSFS

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors
Location: Connecticut, Florida
Location: Fort Lauderdale, FL

David Stearns

Position: Stearns Retirement Group
Phone: (706) 769-3346
Email: [email protected]
Categories: Advisors
Location: Georgia
Location: Watkinsville, GA

David M. Wright

Position: Wright Financial Group
Phone: (419) 885-0957
Email: [email protected]
Categories: Advisors
Location: Ohio
Location: Toledo, OH

Dee K. Carter

Position: Carter Financial Group
Phone: (432) 685-1372
Email: [email protected]
Categories: Advisors
Location: Texas
Location: Midland, TX

Drew Pelton

Position: Drew Pelton Investment Services
Phone: (225)-831-1394
Email: [email protected]
Categories: Advisors
Location: Louisiana
Location: Baton Rouge, LA

Eric Lardner

Position: Abundant Wealth Management
Phone: (877) 777-5528
Email: [email protected]
Categories: Advisors
Location: Texas
Location: Dallas, TX

Eric Lutton, CFA

Position: Sound Income Strategies, LLC
Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Fort Lauderdale, FL

Fabiano DeFranco

Position: The Retirement Solution, LLC
Phone: (703) 499-3290
Email: [email protected]
Categories: Advisors
Location: Virginia
Location: Manassas / Stafford / Fredericksburg, VA

Frank Beedle

Position: Stearns Retirement Group
Phone: (888) 769–3346
Email: [email protected]
Categories: Advisors
Location: Georgia

Fred Atlas

Position: Atlas Financial Advisory Group, Inc
Phone: (941) 966-0234
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Sarasota, FL

Gary R. Komarek

Position: North Shore Asset Management and Tax Advisory
Phone: (847) 918-8255
Email: [email protected]
Categories: Advisors
Location: Illinois
Location: Libertyville, IL

George Coules

Phone: (901) 828-0200
Email: [email protected]
Categories: Advisors
Location: Tennessee
Location: Bartlett, TN

Jacob Betteridge

Position: Scranton Financial Group
Phone: (860) 399-8202
Email: [email protected]
Categories: Advisors

James Locke Jr.

Position: Poole Locke Associates
Phone: (302) 439-0733
Email: [email protected]
Categories: Advisors
Location: Delaware
Location: Wilmington, DE

Jason D. Carrier

Position: Scranton Financial Group
Phone: (860) 339-1114
Email: [email protected]
Categories: Advisors
Location: Connecticut
Location: Westbrook, CT

Jeanne L. Tatoian

Position: Scranton Financial Group of South Windsor
Phone: (860) 623-5557
Email: [email protected]
Categories: Advisors
Location: Connecticut
Location: South Windsor, CT

Jeffrey D. Bliss

Position: Bliss Wealth Management
Phone: (954) 236-4800
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Plantation, FL

Jeffrey Small

Position: Arbor Financial Services of Florida, Inc.
Phone: (321) 795-4799
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Melbourne, FL

Joel Fernando

Position: Stearns Retirement Group
Phone: (706) 769-3346
Email: [email protected]
Categories: Advisors
Location: Georgia

John E. McCartin

Position: McCartin Financial
Phone: (858) 278-4244
Email: [email protected]
Categories: Advisors
Location: California
Location: San Diego, CA

Karolyn McDonald

Position: Arbor Financial Services
Phone: (321) 795-4799
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Melbourne, FL

Keely Escalante

Position: Sound Income Strategies, LLC
Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Fort Lauderdale, FL

Kris Cowles

Position: Tequesta Retirement Group
Phone: (561) 315-4500
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Jupiter

Lindsey Cotter

Position: Retirement Income Solutions, LLC
Phone: (615)-900-1441
Email: [email protected]
Categories: Advisors
Location: Tennessee
Location: Murfreesboro, TN
Second Location: Tullahoma, TN
Second Phone: (419)-631-4904

Lora Rolin

Position: WilLo Financial
Phone: (866) 349-6022
Email: [email protected]
Categories: Advisors
Location: Oklahoma

Mark Graber

Position: Senior Advisors, Inc.
Phone: (402) 507-5191
Email: [email protected]
Categories: Advisors
Location: Iowa, Nebraska
Location: Omaha, NE / Red Oak, IA

Matthew Johnson

Position: Johnson Wealth & Income Management
Phone: (515) 332-7000
Email: [email protected]
Categories: Advisors
Location: Iowa
Location: Humboldt & Clear Lake, IA

Michael Ceccio

Position: Arbor Financial Services
Phone: (321) 795-4799
Email: [email protected]
Categories: Advisors
Location: Florida

Michael Stewart

Position: Crystal Lake Tax and Fin. Services
Phone: (815) 526-3092
Email: [email protected]
Categories: Advisors
Location: Illinois
Location: Crystal Lake, IL

Nathan Cox

Position: Retirement Income Solutions, LLC
Phone: (615)-900-1441
Email: [email protected]
Categories: Advisors
Location: Tennessee
Location: Murfreesboro & Tullahoma, TN

Nina B. Strickland

Position: Financial Coach, LLC
Phone: (877) 274-8657
Email: [email protected]
Categories: Advisors
Location: Tennessee
Location: Knoxville, TN

Patrick Farrell

Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida

Patrick Peason

Position: Peason Financial Group
Phone: (540) 213-2126
Email: [email protected]
Categories: Advisors
Location: Virginia
Location: Staunton, VA

Rana Chander

Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida

Randy Dorcey

Position: Dorcey Financial, LLC
Phone: (239)-418-1939
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Fort Myers, FL

Richard Burt

Position: McAdams Group, LLC
Phone: (901) 737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee

Rick Bates

Position: Integrity Investment & Tax Advisory, LLC
Phone: (954) 487-1860
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Fort Lauderdale, FL

Rick Prosser

Position: North American Financial, LLC
Phone: (304) 914-0299
Email: [email protected]
Categories: Advisors
Location: Pennsylvania, West Virginia
Location: Weirton, WV / Cranberry Township, PA

Rusty Donohue

Position: Texas Retirement Solutions
Phone: (806) 242-0550
Email: [email protected]
Categories: Advisors
Location: Texas
Location: Amarillo, TX

Scott Enzor

Position: McKenzie Financial Group
Phone: (843) 446-4330
Email: [email protected]
Categories: Advisors
Location: South Carolina
Location: Myrtle Beach

Shane Pearcy

Position: Retirement Income Solutions
Phone: (615) 900-1441
Email: [email protected]
Categories: Advisors
Location: Tennessee
Location: Murfreesboro, TN

Steve Archer

Position: Strategic Senior Benefits Group
Phone: (954) 281-5292
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Coconut Creek, FL

Steven Szikszay

Position: Horizon Wealth Partners
Phone: (888) 492-0505
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Fort Lauderdale, FL

Stuart Chamberlin

Position: Chamberlin Financial Inc.
Phone: (561) 962-2775
Email: [email protected]
Categories: Advisors
Location: Florida
Location: Boca Raton, FL

Taylor Perry

Position: McAdams Group, LLC
Phone: (901) 737-3883
Email: [email protected]
Categories: Advisors
Location: Tennessee
Location: Cordova, TN

Thomas Falter

Position: North American Financial, LLC
Phone: (304) 564-5267
Email: [email protected]
Categories: Advisors
Location: Pennsylvania, West Virginia
Location: Weirton & New Cumberland, WV / Cranberry Township, PA

Tim Beauregard

Position: Focus Financial Planning
Phone: (813) 696-1751
Email: [email protected]
Categories: Advisors
Location: Florida

Tim Sparks

Position: Sparks Financial Group
Phone: (859) 273-1368
Email: [email protected]
Categories: Advisors
Location: Kentucky
Location: Lexington, KY

Victor Green

Position: Goodman Green Wealth Mgmt.
Phone: (312) 586-7373
Email: [email protected]
Categories: Advisors
Location: Illinois
Location: Chicago, IL

Wenhua Chen

Position: Investment Advisor Representative
Phone: (917) 496-2527
Email: [email protected]
Categories: Advisors
Location: Florida

Zheng Cheng ‘Jay’ Chi

Phone: (917) 496-2527
Email: [email protected]
Categories: Advisors
Location: Florida