Employees of corporations face numerous opportunities and challenges that their peers in other professions may not encounter. From corporate benefits programs to legislative changes in pension funds, many are left with more questions about their finances than answers.

Retirement savings programs — such as 401(k) plans with employer matching funds, health and wellness programs, and pensions — are all important considerations that can have a tremendous impact on an employee’s and their family’s financial well-being. At SOUND Wealth Management Group, our professionals bring over four decades of collective experience assisting corporate employees in navigating the ever-changing business environment.

Over the years, we have seen the reduction — and even the elimination — of corporate matches and the 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 works with you to preemptively model a variety of plans to test the potential consequences of “what if” scenarios and the probabilities of attaining your financial goals under varying income levels, compensation changes, future expenditures, and retirement timelines.

Although investment selection within a corporate retirement plan plays an important role in your overall finances, we go beyond the traditional investment portfolio and retirement plan allocation by taking the time to understand you, your goals, and your short- and long-term aspirations. SOUND Wealth Management Group assists in balancing and managing risk and growth, aligning your finances (assets and liabilities), and developing a strategic and dynamic financial plan so you can pursue your goals with confidence and purpose.

When it comes time to transition into retirement, we help synchronize your financial plan with your goals and continue to guide you and your family through the years ahead — the ones you’ve designated for the lifestyle you’ve envisioned.

Gary and Brandon, who hold the Accredited Investment Fiduciary® (AIF®) designation, along with the entire SOUND Wealth Management Group team, have the training to implement a prudent process in their investment practices.