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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It's important to understand how inflation is reported and how it can affect investments.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are ways to improve your physical fitness without denting your fiscal fitness.
Do your insurance needs stay the same when the nest empties?
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.