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320 James E. Bohanan Memorial Drive, Vandalia, OH 45377

937-264-9300
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A beacon to strategic
investments, independent advice, personalized for your needs.

Experience a relationship-focused approach that prioritizes your unique goals and provides clarity through every step of your financial journey.

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What We Do We help families achieve their financial dreams, ensuring they experience a life of abundance and peace of mind.

By prioritizing relationships over intricate details, we create a trusting environment where clients feel confident and cared for. Our straightforward approach demystifies the investment world, providing clarity and assurance that their money will last through retirement and be passed on to future generations.

Our Mission

Who We Help We Create Lasting Connections, & Solutions 

Our clients are individuals and families seeking a trusted partnership to guide them through their financial journey, particularly as they plan for retirement.

Get Started The Sound Financial Solutions Story

Family-Oriented Individuals and Couples

Looking to build a lasting relationship with an advisor who understands their unique needs and goals.

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Retirement Planners

Those beginning to explore strategies for a secure and fulfilling retirement.

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Trusting and Open-Minded

Clients who value expert advice and are willing to listen and trust our guidance.

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Collaborative Partners

Those who appreciate a supportive and cooperative approach to financial planning.

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Who We Help 

We offer a range of services designed to support our clients in achieving their financial goals and securing their future.

01

Retirement
Planning

Crafting personalized strategies to ensure a secure and fulfilling retirement.

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02

Investment
Management

Developing and managing tailored investment portfolios that align with your financial objectives.

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03

Tax Planning
Strategies

Implementing effective tax strategies to maximize savings and minimize liabilities.

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04

401(k) Management and Education

Empowering employees with the knowledge and tools to make informed decisions about their retirement savings.

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Our Services

Calculate Your
Risk Tolerance

The key to investing is understanding how much risk is appropriate for you. 

Try Our Calculators

Who We Are A Team Dedicated
To Your Success

Founded in 2002, Sound Financial Solutions, Inc. is dedicated to providing a welcoming and caring environment where clients feel valued and understood. Our team is committed to building deep, meaningful relationships while guiding you through every step of your financial journey.

Get Started Meet The Team

Our Approach

Our process is designed to build a deep understanding of your unique needs and goals, ensuring a tailored and effective financial strategy.


Step 1: Initial Consultation

We start with a fact-finding meeting where we ask lots of questions to get to know you, your family, and your goals.


Step 2: Recommendations Presentation

In the second meeting, we present our findings and tailored recommendations to set you on the path to financial success.


Step 3: Ongoing Review

We meet annually at a minimum to review your plan and make adjustments as "life happens," ensuring your strategy remains aligned with your goals.

Contact Us Take Your First Steps With Us

Schedule a complimentary Discovery Meeting with our team and begin your journey with us.

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