At Sound Investment Strategies we provide financial planning and investment management, plus tax planning, retirement strategies, and charitable giving guidance. We create clear, actionable plans tailored to your goals, explain fees and holdings transparently, and guide you through major life transitions so you can pursue financial independence with confidence.

Tax Planning

Tax planning that helps you keep more of what you earn

Have you ever wondered which accounts you should contribute to, the best way to save for college, or how to plan most tax-efficiently for retirement? Thoughtful tax planning can make a meaningful difference in your long-term wealth.

At Sound Investment Strategies, we help you understand your options, choose strategies that fit your goals, and make the most of what you have—so more of your money stays working for you.

Start your tax planning today!

Retirement Planning

Retirement planning designed around your life, your goals, and your timeline

Are you planning for an early retirement—or something more traditional? The truth is, there’s no such thing as a “normal” retirement. Your vision is unique, and there’s no one-size-fits-all approach. Whether you’re wondering if you’re ready to retire now or you’re still 20 years away, we help you make confident decisions at every stage.

Together, we’ll build a retirement plan that supports the lifestyle you want and keeps you on track to get where you want to go.

Let's build your retirement plan today.

Investment Management

A disciplined investment approach that keeps you on track through every market cycle

Are you tired of investing without a clear process? Or has managing your own portfolio become more of a burden than you’d like? At Sound Investment Strategies, we use a disciplined investment approach designed to help clients weather market downturns and participate in uptrends—all while maintaining thoughtful diversification.

Our process brings structure, clarity, and confidence to your investing, so you can stay focused on your long-term goals and keep moving toward where you want to go.

Let's talk about investment management today.

Financial Planning

Clear, practical financial planning that gives you confidence moving forward

Financial planning should bring clarity—not overwhelm. Using the financial planning process, we help you understand your current situation, define your goals, and create a simple, actionable plan to move you forward.

By bringing all the key areas of your financial life together, we give you the confidence to make decisions that support the future you want.

Ready to move forward with financial planning?