Why you need us

We live in a complex world that changes rapidly

Keeping up in an ever changing world is difficult.  It is for us, I cannot imagine for someone who is not in the industry. Thus, many times when you make a financial decision, you do so at different times of your life, under different economic circumstances with different advisors who have different specialties who may only be focusing on that one aspect of your life.  Later, after you have made that decision, you set the decision aside and not re-examine it again for years to come.  As a result, what may have worked 10-20-30 years ago, may not be appropriate for you today.  We have the ability to show you your financial life all on one screen and see the financial decision before you implement it.  With every action, there is a reaction.  Being able to see a potential reaction before it happens, can assist at preventing a foreseeable negative outcome.

Government is constantly changing the tax laws

Changing tax laws make it difficult for the consumer to plan easily and successfully. The tax laws have become more and more complicated.  We have strategies that can help you reduce your income taxes over your lifetime by providing tax strategies designed to simplify your financial life.

Stock market fluctuations and risk

The stock market fluctuates up and down. It moves in cycles and it is definitely not predictable. A problem can exist when you need your money in a down cycle and your stocks have also declined in value. Timing is important, but it cannot be controlled.  We seek to help you achieve “High Reward with Low Risk” through its unique “flow of money” concept.

Misinformation contained within the media

Misleading information regarding insurance and financial products is prevalent on the internet and in financial magazines, financial “How To” books and sales literature.  We will show you how many money strategies and products being advertised and promoted today may become hazardous to your wealth and protection goals. We will help you select the appropriate products and strategies tailored to help meet your individual needs, wants, and desires.

Sound Financial Strategies

4301 S Pine St / Suite 457 Tacoma WA 98409

© 2018 Sound Financial Strategies, Inc.