Why Sound Financial?

Our team at Sound Financial would like to express sincere appreciation in your decision to align with us.  We’re excited about this new relationship.

As you begin your journey with Sound Financial you should anticipate a tailored suite of services specifically engineered to design, implement and achieve your financial goals.  We have no cookie cutter.  We realize your time is important.  That’s not to be taken lightly.  Because of this we rely on experienced and specialized professionals in the areas of insurance, investments, law and taxation.  Our access to back-room technicians is extensive with the professional designations to ease the concerns of your attorney or CPA.

In your experience with our firm, you should expect a process that is efficient, one that exposes liabilities and exploits advantages overlooked by shortcuts.  Your concerns will drive the agenda.  After all, it’s your future.  In the end we expect to earn your business time and again.  We look forward to our ongoing relationship and your continued support through referrals to others who respect your success.

Once again, we welcome this opportunity to be part and parcel of having your financial objectives solved. 

 

Let’s get started,

Nathan T. McKay Sr., LUTCF

Financial Adviser

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