Corporate Employees

Corporate Employees

Employees of corporations have numerous opportunities and challenges their contemporaries may not face. From corporate benefits programs to legislative changes in pension funds, many are left with more questions about their finances than solutions.

Retirement savings programs, such as 401(k) plans with matching funds from your employer, health and wellness programs, and pensions are important considerations that may have a tremendous impact on an employee and their family’s financial well-being. From new employees to retirees, SOUND Wealth Management Group has decades of experience assisting corporate employees in navigating the dynamic business environment.

Over the years, we have seen the reduction – even the elimination – of corporate matches and the disposition or transition of pension plans to the Pension Benefit Guaranty Corporation (PBGC) or Voluntary Employees’ Beneficiary Association (VEBA) Trusts; the "unknowns" should always be considered. SOUND Wealth Management Group will work with you to preemptively model a variety of plans to test the potential consequences of "what if" situations and the probabilities of attaining your financial goals against varying income levels, modified compensation plans, future expenditures, and retirement date – regularly evaluating the results.

Although investment selection within a corporate retirement plan plays an important role in your overall finances, SOUND Wealth Management Group goes beyond the traditional investment portfolio and retirement plan allocation by taking the time to understand you and your short- and long-term aspirations. We assist in balancing and managing risks and growth, align your finances (assets and liabilities), and work with you to develop an overall strategic and dynamic financial plan, so you may pursue your goals with confidence and purpose. When it comes time to transition into retirement, SOUND Wealth Management Group will synchronize your financial plan and continue to guide you and your family through the years you have designated for pursuing the lifestyle you had envisioned.

SOUND Wealth Management Group is overt and forthcoming with investment management. As an Accredited Investment Fiduciary® (AIF®), Gary has the training to implement a prudent process into the investment practices of SOUND Wealth Management Group.

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