Assets Make Things Possible
Income Makes Things Happen
We design customized and diversified portfolios of income-generating
investments suited to your investment philosophy.
We Think Differently
Why Income?
According to many studies, older Americans’ No. 1 financial fear is that they will outlive their money. The Sound Income Strategies’ approach addresses that fear by greatly reducing the element of chance in your financial planning. The key lies in switching your strategic focus from capital gains, which depend on market growth, to interest and dividends. Why?
- When you live off your interest and dividends, you’re not spending any principal, which means you don’t have to worry about whether the market grows or shrinks.
- It gives you the potential to continue growing your money organically and safer through strategic reinvestment.
- It makes your retirement income a renewable resource.
At Sound Income Strategies, we have the knowledge, resources, and technology to provide institutional-level guidance for everyday investors. How do we do it?
We avoid mutual funds and focus on individual, income-generating securities that can be customized and managed toward your specific needs and goals. Advantages of actively managed individual securities include:
- Less risk of hidden fees
- More portfolio transparency
- More flexibility
- Tax-saving opportunities
Innovative Solutions
A properly managed, income-oriented portfolio can successfully seek to deliver both short-term income and long-term total return that outperforms the markets and keeps you on track toward your retirement goals — regardless of market conditions.
Take Action