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Last updated: 1 month ago
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Financial Planning
About Sound Financial Solutions
Sound Financial Solutions, Inc., located in Bloomington, Illinois, is dedicated to providing unbiased, high-quality personal financial planning assistance to individuals, families, and small business Go to full description...
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Rude.
Poor quality service.
I found someone else that’s better qualified and more reasonably priced.
Poor quality service.
I found someone else that’s better qualified and more reasonably priced.
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Email address:
rochelle.moore@mysoundplan.com
Sound Financial Solutions, Inc., located in Bloomington, Illinois, is dedicated to providing unbiased, high-quality personal financial planning assistance to individuals, families, and small business owners, regardless of age or assets. Our comprehensive approach includes integrated analysis of income tax, estate tax, education funding, investment, insurance, and retirement planning, aiming to deliver complete financial peace of mind. The firm is led by Rochelle L. Moore, a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® (CDFA®), and CPA/PFS, bringing over 25 years of progressive experience to the practice. Sound Financial Solutions operates on a fee-only basis, ensuring that their only form of compensation is the fee paid directly by clients, allowing them to always put the client's best interest first and provide unbiased advice tailored to the unique needs of each client.
Services:
Retirement Planning, Tax Planning, Insurance Planning, Budget Assistance, Pension Valuation, Forensic Analysis, Forensic Services, Estate Planning, Education Planning, Investment Risk Analysis, Social Security Optimization, Expert Witness Testimony, Asset Tracing, Collaboration with Investment Professionals and Attorneys, Financial Education, Financial Analysis, Financial Projections, Readiness to Retire, Tax Strategies, Divorce Financial Support, Forensic Work, Gift Tax Planning, Financial Planning, Divorce Settlement Analysis, Investment Advisory, Investment Services, Debt Management, Asset Allocation Analysis