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Sound Passages Financial Advisors Llc Careers in Issaquah, WA

Sound Passages Financial Advisors LLC
  • Founded

    2011

  • No. of Employees

    Myself Only

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Sound Passages Financial Advisors LLC

Sound Passages Financial Advisors, LLC is a Registered Investment Advisor providing integrated, fee-only investment advice and financial planning services to clients in the state of Washington. Sound Passages distinguishes itself from traditional investment advisory firms by providing services to meet not only clients' investment needs, but also clients' tax, estate planning, risk management, retirement planning and business development needs. All services are tailored to the particular objectives of the client. Our services are based on a time-tested methodology developed by the Alliance of Cambridge Advisors, a national network of advisors, that addresses the real life needs of middle-income individuals and families. Specialties Retirement Planning, Budgeting and Cash Flow Management, Investment Planning, Income Tax Planning

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