Working with our team at Sound Investment Group
Trust Experience Guidance
Sound Investment Group is headquartered in Downers Grove, IL and is dedicated to deliver objective wealth management and investment advice to its clients across the US. With the guiding principle of putting the client first, partners Hal Rosenblume and Jim Rueth founded Sound Investment Group after working together for over a decade at a major Wall Street firm. With over 40 years of combined experience our wealth management team has allowed us to assist families, business owners, professionals, educators and executives in transitioning through each phase of their financial lives.
Sound Investment Group offers and delivers to its clients the following services and more:
Investments Estate Planning
Financial Planning Life Insurance
Retirement Income Planning 401(k) Rollovers
Trust Services* Asset Allocation
Pension Analysis Retirement Plans
Increasingly complex financial markets and longer life expectancies has made finding and working with a team of trusted investment professionals more essential than ever. Our team will see and understand your total financial picture, help you define your financial goals and provide strategies focused on your needs. Together we will formulate a sound financial plan that pursues your goals.
It begins with Sound Investment Group!
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Financial planning offered through LPL Financial, a Registered Investment Advisor.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
To choose a plan, it’s important to ask yourself four key questions.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
However exciting retiring abroad may sound, it deserves considerable planning.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.
Have you found yourself suddenly single? Here are 3 steps to take right now.