Services

Sound Investments Inc. was founded to satisfy the needs of clients for a practical and comprehensive approach to financial planning and investment management. What we do is design financial plans to transform your financial situation – based on your goals, needs, and future requirements into a practical and usable action plan. We attempt to chart your future cash flows, minimize your taxes, and lower your portfolio management costs. We do not charge a fee to complete a financial plan.

Unless specified, the services are provided on a FEE-ONLY basis. Therefore, there is no pressure to sell a certain type of mutual fund over another due to commissions or other factors; this enables us to remain completely objective and unbiased in the advice we give our clients.

The above is accomplished using no load mutual funds. A great number of the funds are institutional class that feature lower expense ratios so they provide a slightly better return. Normally, you have to purchase $250,000 to get this share class, but since I already have these funds in the portfolio, I can get this share class for as little as $5000 per purchase. There is a wide range of funds to choose from with different goals and objectives, as well as big differences in operating costs; we pick the best investments for our clients.