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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. 

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Ways to Supplement Your Medicare Coverage

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Lesser Known Provisions of the SECURE Act

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TIPS for Inflation

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Global vs. International: What’s The Difference?

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Breaking Down the Parts of Medicare

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The importance of life insurance, how it works, and how much coverage you need.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Surprises

Making the most of surprises is a great reason to work with us.

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