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.
Helpful Content

Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

9 Facts About Social Security
There are things about Social Security that might surprise you.

Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
View all articles 
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
View all calculators 
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations 
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.