|
|
|
|
|
|
About Sound Consulting Services |
At Sound Consulting Services (SCS) our mission is simple: to provide personalized investment advice that minimizes our clients? financial concerns and maximizes their security.
Jim Beatty, Financial Consultant and Partner of SCS, understands that every client has unique needs. Our role is to help you make smarter, well-informed decisions about your investments ? providing you with greater financial independence, peace of mind, and security.
? Our investment strategies enhance your success by establishing a growing portfolio that optimizes returns and lowers volatility.
? We are affiliated with many of the country?s leading investment management firms. They execute the investment strategies dictated by your personal plan. These alliances allow SCS to provide comprehensive quarterly performance reports, detailed tax information, and high levels of advices and service at a reasonable cost.
? Our clients are business owners and professionals, including dentists, engineers and software company owners. They are financially successful, experienced and prudent investors with an average portfolio size of $ 1million.
While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Our clients look to SCS to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial security in retirement.
When you start working with SCS, we become your ?personal chief financial officer?, offering the resources to coordinate all of you financial needs. |
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
| |
Frequently Asked Questions |
 |
| Q. |
What are your qualifications? What is your education background? |
| |
When you start working with me, I become your ?personal chief financial officer?, offering the resources to coordinate all of you financial needs.We assess your investment goals, available resources, desired rate of return, and risk tolerance. This research allows us to customize a plan to fit your specific needs |
|
| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
| |
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. We will keep you focused, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams |
|
| Q. |
How many clients do you currently manage? |
|
| Q. |
Do you offer any guaranteed results? |
| |
? Our success is the result of a time-tested, disciplined investment process ? a process based on an absolute return philosophy that combines extensive fundamental research and analysis with the seasoned judgment of our investment professionals to create and tailor investment portfolios to the varied goals of our clients. |
|
| Q. |
How much risk should I be willing to take? |
| |
? Our success is the result of a time-tested, disciplined investment process ? a process based on an absolute return philosophy that combines extensive fundamental research and analysis with the seasoned judgment of our investment professionals to create and tailor investment portfolios to the varied goals of our clients. |
|
| Q. |
Have you ever been charged with any breaches? |
|
| Q. |
What is your approach to financial planning? |
|
| Q. |
What services do you offer? |
| |
I believe in customized portfolio management based on sound investment strategies. The construction of a portfolio is matched to a client?s specific goals, objectives and risk tolerance, always within the context of preserving and enhancing the real buying power of the principal over time |
|
| Q. |
Why should I choose you as my financial advisor? |
| |
Jim Beatty is a senior partner at Sound Consulting Services. Jim has been coaching investors on how they may best preserve and grow their capital and increase their income. He has assisted over retirees allocate, diversify and invest over $100,000,000. Jim has become especially adept at interpreting tax law changes, designing personalized Wealth Preservation and Distribution Plans |
|
| Q. |
How do you charge for your services? |
| |
Financial Planning and Asset Management |
|
| Q. |
What services do you provide? What are your specialties? |
| |
? Our success is the result of a time-tested, disciplined investment process ? a process based on an absolute return philosophy that combines extensive fundamental research and analysis with the seasoned judgment of our investment professionals to create and tailor investment portfolios to the varied goals of our clients. |
|
| Q. |
What is your experience? How many clients do you currently manage? |
| |
Jim Beatty is a senior partner at Sound Consulting Services. Jim has been coaching investors on how they may best preserve and grow their capital and increase their income. He has assisted over retirees allocate, diversify and invest over $100,000,000. Jim has become especially adept at interpreting tax law changes, designing personalized Wealth Preservation and Distribution Plans |
|
| Q. |
What financial institution(s) do you represent? |
| |
What does it mean to provide independent financial planning services? To me it means offering access to the finest products and advice available - without being driven by any considerations other than my clients? best interests. Because LPL is an independent broker/dealer, we don?t offer any proprietary investment products. Providing us with access to the entire universe of investment vehicles. |
|
| Q. |
What are your management fees? |
|
| Q. |
What kind of plans do you specialize in? |
| |
Please call for specific information. |
|
| Q. |
Do you have a minimum requirement for number of employees or total investment value? |
|
| Q. |
What type of plans do you offer? |
| |
All Qualified and Non-qualified (defined benefit plans) Retirement Plans |
|
| Q. |
Do you offer any additional services? |
| |
All Employer benefits- We have an additional team for the corporate Health Benefits. www.scsbenefits.com - ask about adavantages of working with us with both health and retirement! |
|
| Q. |
What are your qualifications? |
| |
Jim Beatty is a senior partner at Sound Consulting Services. Jim has been coaching investors on how they may best preserve and grow their capital and increase their income. He has assisted over retirees allocate, diversify and invest over $100,000,000. Jim has become especially adept at interpreting tax law changes, designing personalized Wealth Preservation and Distribution Plans |
|
| Q. |
What is your approach to 401 K plan rollovers? |
| |
? Our success is the result of a time-tested, disciplined investment process ? a process based on an absolute return philosophy that combines extensive fundamental research and analysis with the seasoned judgment of our investment professionals to create and tailor investment portfolios to the varied goals of our clients. |
|
| Q. |
How long does the process of rolling over a 401K plan usually take? |
| |
If paperwork is in good order, 3 business days. |
|
| Q. |
What financial institutions do you represent? |
| |
we are independent- I have access to nearly every investment vehicle available. This truly makes your experience unbiased. |
|
| Q. |
How many years of experience do you have? |
|
| Q. |
What are your fees for this service? |
|
| Q. |
Why should I roll over my 401K plan to your firm? |
| |
I believe in customized portfolio management based on sound investment strategies. The construction of a portfolio is matched to a client?s specific goals, objectives and risk tolerance, always within the context of preserving and enhancing the real buying power of the principal over time |
|
|
|
