Kristal  Klein

Tel: (425) 452-1222
200 112th Ave NE
Suite 205
Bellevue, WA 98004

Named a 2011 Five Star Wealth Manager by Seattle Magazine

Sound Consulting Services | Financial Advisor in Bellevue ,WA

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.


FAQs

  • What are your qualifications? What is your education background? 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
  • What is your approach to financial planning? 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
  • What services do you offer? Financial Planning and Asset Management
  • Will you be the only person working with me? 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
  • How are you compensated? How will I pay for your services? Optional structures
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Kristal  Klein

Kristal  Klein

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 3:30 PM