Sound Financial Strategies
Comprehensive is a big word. People like to throw that word around, but we want you to know what it means to us. Comprehensive means we look at all the details of your financial life and help you organize and coordinate those details. We will examine your auto, home, life disability and umbrella policies, ensuring you have the right coverage with the right benefits to protect you and your retirement. We will discuss Wills, Trusts and Estates. We will explore Social Security and discover if starting those benefits earlier or later is in your best interest.
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We never feel pressured to make one move or another, he listens to our questions, concerns and together we forge a path that makes sense for us.
When we were not in any position to invest, I would often tell him there’s no money in it for you we aren’t ready and he would respond with no worries,…some day you will.
Eric and his crew are exceptional at their jobs, and make you feel like they personally care about your financial future as well as give you very sound financial advice.
Eric if Sound Financial Strategies has been a pleasure to work with and I believe my best interest at heart.
Eric and Amy have been super to us with our financial needs.
Eric took the time to answer all our questions and made us comfortable in the process and the plan.
I would highly recommend Sound Financial Strategies for your financial success!
He has given me great advise on how to protect myself and my son for the future.
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