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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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Three important factors when it comes to your financial life.
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Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
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Check out this video to begin separating fact from fiction.
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