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.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||7:30 AM - 5:00 PM|
|Wed.||7:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||9:00 AM - 3:30 PM|