In these financially challenging times, wouldn't it be great to have a financial tool that you could ask a question and get an unbiased answer?  Well there is such a device; it is the WEALTH IN MOTION™ (WIM) simulator. 

We each have our inner financial world that is specific to each of us. This world consists of our insurance, savings, retirement plans, investments, home, mortgage, etc.  Then there is the outer financial world. The outer world contains wealth eroding factors, such as: Taxes, inflation, planned obsolescence, technological change, market fluctuation, education, weddings, – the list goes on and on. We have very little control over these.

We invite you to enter your personal data into the WIM simulator and visually see what your financial world would look like under countless 'what if' scenarios.  Some of your questions may be: Will I really have enough money to retire? What is the best way to pay for college? Can I really recapture the market loses without taking more risk? What is the best mortgage? How will I be affected by taxes, inflation, planned obsolescence, technological change, market fluctuation?

The purpose of the WIM simulator is to help identify the eroding factors and DESIGN your financial life in a way that will minimize or even eliminate losses while maximizing retirement income all without risk. Wealth in Motion™ is a strategic process , not a product.

At Sound Financial Strategies, Inc. we will help you create your personal financial movie using the WIM simulator so any financial question you have can be answered.   There is no fee or obligation for this service.  This can be done over the web or in person.

Dave Odell President,
Sound Financial Strategies, Inc.