Tailored Guidance for Your Unique Retirement Needs
For retirees, federal retirees, and women.
The heart of our approach is the understanding that every client's financial situation and goals are unique. Sound Financial Solutions is committed to creating customized strategies and solutions that can address each client's specific needs and objectives.
About Sound Financial Solutions
What sets us apart?
Your story is the cornerstone of our process. We learn about your concerns and needs as well as your hopes and dreams for the stages and ages of your life. At this point, together, we determine if we are a good fit to move forward. If you choose to partner with us our process creates a personalized strategy that can enable you to plan, invest, protect, and retire with confidence.
Deborah Cook, ChFC®, RICP®
Financial Planner
Terry Dresbach, RICP®
Financial Advisor
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn More
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Learn More
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Learn More
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Learn More
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn More
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Learn More