My Relationship with Sound Income Strategies

Imagine you have a big puzzle to solve and you want to learn how to solve the puzzle.  You have all the pieces (it’s your puzzle) but you’re so focused on each individual part, you can’t see the big picture.

1. All Needs Planning: This is like your teacher who helps you put the puzzle together and see the big picture. That’s me! I work with you to make sure all the pieces fit perfectly, especially for special needs planning.
2. Sound Income Strategies: This is the school that tells you all the rules, guidelines, and makes sure that as I help you put the puzzle together, I’m doing everything the right way.  They provide us with the framework, the tools, and the oversight to make sure we are working together properly and no one is being taken advantage of. Importantly,  they help with all the important financial planning and investment contracts.

So, we all work together to solve your puzzle and make sure everything is just right!

What is a Registered Investment Advisor (RIA)?

A Registered Investment Advisor (RIA) is like a school that teaches people how to make smart choices with their money. The school follows special rules to make sure they give good advice and help people reach their financial goals. Sound Income Strategies is a Registered Investment Advisor. They follow all of the rules and guidelines put together by the Securities and Exchange Commission that regulates RIAs.

What is an Investment Advisor Representative (IAR)?

An Investment Advisor Representative (IAR) is like a teacher who works at the school (RIA). They talk to people, understand their needs, and give them advice on how to use their money wisely. They make sure the advice follows the rules set by the school (RIA). I am an IAR affiliated with Sound Income Strategies as the RIA.