We invite you to work with Sound Investment Group, LLC
Trust Experience Guidance
Sound Investment Group, LLC is conveniently located in Downers Grove, Illinois and is dedicated to delivering independent wealth management and investment advice to its clients across the United States. After working for over a decade at major Wall Street firms, Hal was an influential and founding member of Sound Investment Group, LLC in 2006. Hal, along with his son Justin, focuses the firm on the principle of putting the client first. With over 27 years of experience in the Financial Services industry, our firm assists high net worth families, business owners, professionals, educators, and executives in navigating through the changing phases of their financial lives.
Sound Investment Group offers and delivers to its clients the following services and more:
Investments Estate Planning Consultation
Financial Planning Life Insurance and Annuities
Retirement Income Projections 401(k) Rollovers
Trust Services* Asset Allocation
Pension Analysis Retirement Plans
Increasingly complex financial markets and longer life expectancies have 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 sets you on a path towards your goals.
It begins here with Sound Investment Group, LLC!
* 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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Life and Death of a Twenty Dollar Bill
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Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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Good employee health can be great for the company’s bottom line.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.