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.
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