Preparing For Financial Independence

From the moment you decide to save your first dollar you began preparing for your future. There are innumerable decisions between that moment and your goal of sustainable financial independence. Whether that day of independence is 30 years away or 30 days away, at Sound Foundation we will be your advocate and provide guidance throughout your journey.

Common Decisions

• Should I invest in a Roth or my 401k?
• Should I pay off my mortgage before I retire?
• When should I start Social Security? What about my spouse?
• How do I prepare for the high cost of long-term care?
• Should I keep working to keep my health insurance benefits?
• What is the most efficient way to lower my tax liability?

The one similarity with each of these questions is…. It depends! It depends on you and your situation. How you answer these and many other questions along the way are critical and we consider it a privilege to be a resource for you!