Broker Check

Managing Your Lifestyle

SoundAdvice™ was founded to serve clients who want and would benefit from strategic financial guidance outside of investment management. This option is perfect for young investors, business start-ups, do-it-yourselfers, and those facing sudden changes in circumstances. We can work with you in-person or virtually via web meeting, whatever is most convenient for you.

You will receive ongoing, unbiased, dependable financial advice to help you navigate all of your current and future financial priorities:

  • navigating a divorce settlement
  • inheritance planning
  • cash flow and budgeting
  • debt management
  • risk management
  • estate planning
  • Social Security strategies
  • retirement income planning
  • education funding
  • investment allocation
  • tax planning

We provide a comprehensive financial roadmap to help you create a framework around your financial journey. We are vested in your success and thus go to great lengths to make sure all the moving parts of your plan are addressed, discussed, and monitored

We charge a flat fee based on your situation (billed quarterly), which makes our services accessible to almost everyone. Whether in the form of a review, second opinion, or ongoing advice, our services are tailored to the unique needs of our clients.

We look forward to helping you meet your financial goals!

To schedule a complimentary initial consultation, please email