Email: laurie.e.page@lpl.com
CALL NOW! (941) 932-4822
Corporate Benefit Liaison Services
Sound Wealth Management’s Corporate Benefit Liaison Services empower your employees with the experienced and advice that they need to make prudent insurance and investment selections. As their employer, you will provide them with a benefits package tailored to address their individual retirement and lifestyle needs. Allow us to assist your employees in putting them to work in their lives. Call (941) 932-4822.
Core Service Offerings
Financial and Life Planning
Investment Portfolio Management
Wealth Planning
Corporate Benefit Liaison Services
Retirement Plan Consulting Services
Medicare Health Plan Enrollments
Education Savings Plans
Retirement Plan Consulting Services
We partner with industry leaders to provide our business clients with high quality, cost-effective retirement programs that offer the ability to specifically tailor plan offerings and services to meet the needs of your company.
Open architecture plan style - providing access to over 12,000 mutual fund offerings
Optional self-directed brokerage portal allowing plan participants the ability to engage in trading additional security types such as stock and bonds at their discretion
Fixed, transparent plan pricing with bundled and un-bundled options allowing you both flexibility and certainty in your plan cost structure
User-friendly online access for plan participants allowing your employees quick access to plan information and financial education
Plan benchmark analysis to help you maintain your compliance with ERISA and Department of Labor regulations
Employer Advantages
Risk Reduction: Providing your employees with the skilled resources to fully understand and utilize the benefits that you generously provide eliminates potential risk that you face as a result of lack of understanding by employees and beneficiaries.
Increased Productivity: We are sensitive to your needs as an employer. Our team is available to meet with your employees via virtual conference allowing for flexible scheduling for your employees and increased productivity for your business.
Enhanced Benefit Selection:
We emphasize ethical solutions in our creative, global approach to providing holistic solutions to clients and businesses alike. This thinking has allowed us to aid employers in providing employees with enhanced benefit options including permanent life insurance and no-load 529 plans for their children as a portion of their benefits package with no additional employer costs and, occasionally, cost savings through plan modifications.
Employee Satisfaction:
By providing comprehensive benefits to your employees, you have taken the first step towards employee satisfaction. By partnering with Sound Wealth Management, you are taking the second step by forming a partnership with experienced professionals that will help make those benefits work for your employees' individualized needs, leading to greater employee satisfaction and retention, thereby reducing attrition and training costs and increasing your bottom line.
sound [ sound ]
adjective, sound·er, sound·est.
2 financially strong, secure, or reliable:
a sound business; sound investments.
3 competent, sensible, or valid:
sound judgment.
4 having no defect as to truth, justice, wisdom, or reason:
sound advice.
5 of substantial or enduring character:
sound moral values.
More Than A Name
We are driven by a commitment to independence, excellence and the simple premise that pursuing your goals requires sound, independent advice, meaningful information, timely research and easy access to investments and services.
Cost-advantaged trading platform - potentially saving you money and preserving your returns
Regular portfolio reviews to update strategies to fit current investment needs and conditions - at no additional cost to you
Offer a full array of non-proprietary financial products and services with the independence to tailor strategies to specifically pursue your individual needs
Low portfolio management fees: assets managed in-house - saving you the costs of third-party asset managers to put less strain on your portfolio
Flexible, nationwide meeting options; whether in-person or via virtual conference, our team is available and excited to serve your financial needs
Proven professionals: our team holds multiple designations and credentials to suit the needs of all demographics
The Experience
Individualized Needs Analysis: No two households are exactly the same. We will engage your employees in an active discussion of their personal lifestyle needs and goals to help them to determine the benefit election options that most closely align to their lives and assess gaps in their personal financial structures that may need to be addressed to work toward their personal financial success.
Personal Investment Risk Tolerance Assessment:
We utilize the latest in risk assessment technology to properly align your employees' portfolios appropriately to the market, in line with their tolerance for market risk and need for market growth or income.
Regular Portfolio Reviews: As time passes, individuals' lives and needs change, as do market conditions. We believe that the success of one's financial plan is predicated on prudent investing and regular review to ensure that your employees' portfolios maintain consistency with their personal needs and goals.
Accessible Service:
Our team places a high importance on client service with the belief that all clients deserve individualized attention. We are always just a phone call or email away and ready to answer your employees' financial questions.
Flexible Meeting Options: We are sensitive to your needs as a business as well as your employees' need to earn a living. Our team is available to meet via virtual conference, allowing your employees to invite spouses, significant others and other decision makers to join, providing flexible scheduling for your employees and increased productivity for your business.
Experienced Professionals: Our team holds multiple designations and credentials to suit the needs of all demographics.
Team Wins
Super Bowls
We believe that our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Together, we have helped many people just like you with similar issues and concerns.
"Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results."
- Andrew C.
Our Process
When you partner with Sound Wealth Management, your employees will experience a dynamic, principle centered investment and risk management planning process. We focus entirely on their needs and lifestyle to assist them in working towards their personal and professional goals utilizing the tools that you, as their employer, provide.
Expert Needs
You don't call an electrician when you have a toothache, nor do you call your doctor when you have a leaky toilet. Why should you call Human Resources to discuss your investment portfolio?
According to the Investment Company Institute, as of December 31, 2018, 401(k) plans held an estimated $5.2 trillion in assets, making up nearly one fifth of US Retirement assets.
"Wise people understand the need to consult experts; only fools are confident they know everything.”
- Ken P.
Professional Strategies
Sound Wealth Management's Corporate Benefit Liaison Services empower your employees with the experienced advice that they need to make prudent insurance and investment selections within the benefits package that you, as their employer, provide, tailored to address their individual retirement and lifestyle needs.
You provide the tools. Allow us to assist your employees in putting them to work in their lives.