Home Page

Sound Investment Services, LLC is a full service investment services, financial planning, and corporate benefits firm. In our many years of working with businesses and individuals, we have developed business strategies that allow us to offer our clients great savings and improved efficiency for their corporate benefits packages, as well as, individual investment planning.

As independent financial advisors, we create unbiased, customized investment and benefits strategies for our clients. We are committed to helping companies, individuals and families meet and exceed their life and business goals and objectives. Whether our client is an individual, an executive, or a small or large business, our commitment remains constant. We are dedicated to helping our clients define their goals and objectives, educating them on the best options available, then mapping out the best and most efficient path to achieve those goals and objectives.

As a full service financial services firm, we work with a multitude of investment providers, insurance carriers, trusts, and association plans. This abundance of options enables us to match your needs with some of the best programs available in the marketplace.

Services Include:

Health insurance Benefits
Dental, Vision & Life Benefits
Long-term & Short-term Disability
401(k), Pension & Defined Benefit Plans
Key Employee & Executive Bonus Plans
Business Secession Planning
Tradition, Roth & SIMPLE IRA’s
College Planning (529 and Education IRA’s)
Alternative Investments
Wrap Accounts
Brokerage Accounts
Long-term Care Plans (both Individual & Group)
Individual Health and Dental Plans


		A Full Service Financial Planning Firm


Home Corporate Benefits Medical, Dental & Vision Voluntary Benefits Retirement Plans Defined Benefit Plans Executive Benefits Business Evaluation & Succession Planning Buy/Sell Key Person Insurance Deferred Comp Individual Benefits Medical, Dental & Vision Life & Disability Long Term Care Financial Planning Retirement Planning College Savings Estate Planning Request a Quote Account Access Contact Us About Us	Home
	Sound Investment Services, LLC is a full service investment services, financial planning, and corporate benefits firm. In our many years of working with businesses and individuals, we have developed business strategies that allow us to offer our clients great savings and improved efficiency for their corporate benefits packages, as well as, individual investment planning. As independent financial advisors, we create unbiased, customized investment and benefits strategies for our clients. We are committed to helping companies, individuals and families meet and exceed their life and business goals and objectives. Whether our client is an individual, an executive, or a small or large business, our commitment remains constant. We are dedicated to helping our clients define their goals and objectives, educating them on the best options available, then mapping out the best and most efficient path to achieve those goals and objectives. As a full service financial services firm, we work with a multitude of investment providers, insurance carriers, trusts, and association plans. This abundance of options enables us to match your needs with some of the best programs available in the marketplace. Services Include: Health insurance Benefits Dental, Vision & Life Benefits Long-term & Short-term Disability 401(k), Pension & Defined Benefit Plans Key Employee & Executive Bonus Plans Business Secession Planning Tradition, Roth & SIMPLE IRA’s College Planning (529 and Education IRA’s) Alternative Investments Wrap Accounts Brokerage Accounts Long-term Care Plans (both Individual & Group) Individual Health and Dental Plans www.FINRA.org www.SIPC.com

	©2008 Sound Investment Services, Securities, Asset Management, Financial Planning and Insurance offered Through LPL Financial, Member FINRA/SIPC. LPL Financial representatives offer access to Trust Services through The Private Trust Company NA, an affiliate of LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: Washington, California, Florida, Georgia, Minnesota, Ohio.