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Chart Your Retirement With Confidence.

Sound Financial Solutions is a group of three seasoned professionals in Eastern North Carolina. Together we have combined experience of over 50 years. We leverage our collective knowledge to provide tailored financial strategies to our clients. ​

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What Really Matters?

INVEST

Your investments are one of the biggest tools you will have for achieving your desired life.

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PROTECT

Your death can create major financial challenges in the lives of those left behind. If well-planned out, those challenges can be mitigated; if not, they can be disastrous.

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RETIRE

We can help you assess your preparedness and enthusiasm, and work with you for a retirement filled with confidence, independence, and dignity.

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PLAN

We will collaborate with you to complete several life planning exercises which help develop goals, understand your values, and clarify your current financial situation.

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Tailored Guidance for Your Unique Retirement Needs<br/><em>For retirees, federal retirees, and women.</em><br/>

Tailored Guidance for Your Unique Retirement Needs
For retirees, federal retirees, and women.

The heart of our approach is the understanding that every client's financial situation and goals are unique. Sound Financial Solutions is committed to creating customized strategies and solutions that can address each client's specific needs and objectives.

Who We Serve

Individuals Preparing for &#38; Enjoying Retirement

Individuals Preparing for & Enjoying Retirement

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Military &#38; Federal Retirees Redefining What's Next

Military & Federal Retirees Redefining What's Next

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Women Embracing Their Next Chapter

Women Embracing Their Next Chapter

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Crafting Your Future


Financial Planning

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Income & Distribution in Retirement

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Tax Planning

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About Sound Financial Solutions<br/><em>What sets us apart?</em><br/>

About Sound Financial Solutions
What sets us apart?

Your story is the cornerstone of our process. We learn about your concerns and needs as well as your hopes and dreams for the stages and ages of your life. At this point, together, we determine if we are a good fit to move forward. If you choose to partner with us our process creates a personalized strategy that can enable you to plan, invest, protect, and retire with confidence.

Stay Informed. Make Confident Financial Decisions.

Articles, Calculators, Videos & More.

How Compound Interest Works

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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Annuity Comparison

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.
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Complimentary Consultation
Your Financial Future Starts Today.

We love helping people who are serious about their finances. Schedule a conversation with Sound Financial Solutions.

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