Welcome to Sound Financial NW
What's Important To You?
Our services are designed to help you answer the following questions:
How can I develop a secure financial Plan?:
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Will my income last my lifetime?
- Am I protected in case of a market downturn?
- What is the best way to help my grandchildren save for college?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
Values and Ethics
Our values based philosophy and uncompromising ethical standards have attracted clients for over 19 years. We take the time to understand your needs and strive to surpass your expectations with accurate and personalized service. We employ some of the most sophisticated investment services and help you select from among the hundreds of investment choices that are well suited for your individual circumstances.
When you become one of our clients you're forming a partnership with a financial professional who understands your needs. You can expect to enjoy a relationship with an independent* financial adviser who is always close at hand to offer guidance and advice based on his experience in the field. Terry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information and we wouldn't want you to miss any developments
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.