Overview

At Sound Foundation we know  that the earlier you begin the process of investing and retirement planning the more likely you are to succeed. Therefore, we have become experts in working with individuals that are still employed. In fact, we specialize in working with people’s current retirement plan in order to maximize their efficiency. We provide management and guidance on 401k, 401a, and 403b assets through their current custodian like Fidelity, Schwab, TD Ameritrade and others.

You may be unaware of all the investment benefit options available at your current employer. We can often help you maximize these benefits throughout your accumulation years. Understanding and utilizing your current retirement plan is crucial to your ability to have a financial independent future.

“Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein