Sound Financial Strategies Group

Retirement Planning Firm in Rankin County, MS

Firm Info
Address: 579 Lakeland E Dr, Flowood, MS 39232, USA
Phone: (601) 856-3825

Firm Size
Assets Under Management: $264.1 million
# of Advisors: 6
# of Clients: 1,363
Client to Advisor Ratio: 227:1
Average Account Size: $193,770
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Sound Financial Strategies Group, LLC Overview

Sound Financial Strategies Group, LLC is a fee-based registered investment advisory firm based in Flowood, MS. The firm has been in business since 2017 and offers a range of investment advice services to its clients. The firm's fee arrangement is based on a fee-based structure, which ensure that the interests of the clients are aligned with those of the firm. As a broker-dealer representative and insurance broker/agent, the firm is uniquely equipped to provide its clients with a well-rounded perspective on the investment landscape. Whether it is portfolio management for individuals or small businesses, the team at Sound Financial Strategies Group, LLC is dedicated to helping clients achieve their financial goals by offering expert advice and guidance. In addition to portfolio management services, Sound Financial Strategies Group, LLC also offers educational seminars and workshops to help clients better understand the many complexities of investing. From market trends to investment strategy development, these educational offerings are designed to help clients make informed decisions and navigate the often confusing world of finance.

VICUS CAPITAL, INC. caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Regardless of net worth or size, VICUS CAPITAL, INC. is committed to providing exceptional financial management services to all clients. VICUS CAPITAL, INC. offers various fee structures depending on the service provided. For those requiring investment management services, a percentage of assets under management (AUM) is typically charged. This fee structure incentivizes VICUS CAPITAL, INC. to maximize the value of clients' investments. For clients requiring financial planning and consulting services, hourly fees may be charged. This structure is beneficial when clients require specific services and need to control costs. For clients who prefer to know the cost upfront, fixed fee structures may be an option. These structures are typically used in cases where the scope of work is predefined. VICUS CAPITAL, INC. strives to offer fee structures that align with clients' financial goals and provide transparency in the process.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Sound Financial Strategies Group, LLC is $50,000 for investment management accounts. However, some clients may be able to aggregate related accounts or the firm may be willing to accept a lower minimum on a case-by-case basis. It's important to note that the firm has full discretion on whether to allow exceptions to the minimum investment requirement.

How This Office Can Help Rankin County, MS Residents

Sound Financial Strategies Group is an experienced team of financial advisors that assists clients in Rankin County, MS with all their financial planning needs. Our team understands that every client's financial situation is unique, and that there is no one-size-fits-all solution. To that end, we work closely with our clients to identify their specific financial goals and develop a tailored plan to help them achieve those goals. Individuals living in Rankin County, MS may be facing a variety of financial situations, from planning for retirement to saving for their children's education, to managing debt and investing wisely. With over 20 years of experience in the financial industry, we have the expertise to handle a wide range of financial challenges. Our team helps clients create an investment portfolio that is in line with their risk tolerance and goals, and we provide guidance on tax planning, estate planning, insurance, and more. Whatever your financial needs may be, the Sound Financial Strategies Group is here to help you navigate the complex world of money management.

To view the Minimum Investment and Fee Schedule for Sound Financial Strategies Group, LLC, visit their Part 2 Brochure.

Services Offered by Sound Financial Strategies Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sound Financial Strategies Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 579 Lakeland E Dr, Flowood, MS 39232, USA
Phone (601) 856-3825
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Sound Financial Strategies Group, LLC is registered to service clients in the following states:

  • Alabama
  • Arkansas
  • Florida
  • Georgia
  • Louisiana
  • Mississippi
  • Tennessee
  • Texas

Disciplinary History

Sound Financial Strategies Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs