Sound Financial Advice: How to Recapture the Money you are Losing and Add it to Your Family's Wealth

Paul Adams

Sep 2015 · Blackstone Publishing

Ebook

132

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Eligible

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About this ebook

People, as a rule, will work hard within cultural common sense and just assume that all will go well. But, “right now, 90 million Americans are faced with the most critical investment challenges of their lives.” They are not prepared and are unsure how they will support themselves when they retire. That cultural common sense must not be working.

Financial advisors are taught to advise the majority of people. The median household income in this country is $46,000 a year. Financial institutions are organized around acquiring the masses as clients. The clients of Sound Financial Group are the top 10% households as defined by annual income and net worth. We are committed to building a firm that will help our clients in areas that matter to them most.

Many of our clients have questions like:

Am I making the best use of the dollars I am saving?Will I be able to retire and be okay given I may live 25-30 years in retirement? Am I exposed to losing a great deal of my wealth or income if I were to be sued?When I leave this earth what kind of impact will I leave behind?

Sound Financial Group was created as a result of its founder realizing that many people feel as though they have been taken advantage of when meeting with a traditional financial advisor. Often these people are pushed toward a set of pre-packaged investments that aren’t tailored to their desires. These potential clients can feel they have lost control of their money and aren’t involved in the process. We offer a process that gives our clients the tools to succeed and supplies them with the guidance on achieve a GOOD LIFE FOR THE REST OF YOUR LIFE.

About the author

Ask clients, friends, colleagues and employees about Paul Adams and you're likely to hear the same words over and over again. Integrity. Vision. Servant Leadership. Energy. Trust. Knowledge. Innovation. Achievement. Inspirational. Ethical. These are what Paul Adams brings to Sound Financial Group every day. They're the qualities that have put him among the nation's top financial advisers - and, at age 35, among the youngest and most dynamic as well. As president of Sound Financial Group, Paul leads a growing team of financial professionals dedicated to helping clients define their financial goals and then developing unique, tailored strategies to reach them. Paul is a financial mentor and innovator held in the highest regard by both peers and clients - going all the way back to his days as a college intern at the University of Nevada, Las Vegas. He founded and led the Las Vegas chapter of the National Association of Insurance and Financial Advisors' Young Advisors Team and in 2007 was chosen by Advisor Today Magazine as one of the industry's Four Under Forty. For the past 12 years, Paul has been a member of the Million Dollar Round Table - the premier trade association for financial professionals - and earned recognition as a Court of the Table, a designation reserved for those who produce in the top 1 percent of the industry. A sought-after speaker, conference panelist and author who has published two essential financial guides - Stop Burning Your Money ; and Sound Financial Advice. Paul has been on the cover of trade publications and in April 2014 was recognized by Seattle Magazine as a Five Star Wealth Manager for client service. Paul lives in Mill Creek with his wife, Kristen, and their three children - Andrew, Reagan and Vivian. He enjoys traveling, hiking and continuing his personal and professional education.

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