Sound Portfolio Advisors

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Sound Portfolio Advisors, LLC provides fee-only financial planning and institutional-quality portfolio management based on nearly 20 years of experience. Services are provided in an environment free of conflicts of interest with an emphasis on process rather than products. Review and make recommendations regarding the client's overall financial structure including wills, trusts, insurance, debt structure and business ownership, strategy and continuity where appropriate Structure an appropriate custom portfolio taking into account risk tolerance and ability, taxes and expenses