Sound Financial Solutions

Sound Financial Solutions in New Bern, NC, provides comprehensive financial services and investment guidance tailored to your individual needs. We offer expertise in investment management, retirement planning, and tax strategies. Our services encompass a variety of investment options including bonds, stocks, and various IRA types. We also specialize in brokerage accounts, treasury bills, government securities, and variable annuities. Our team assists with 401(k) and 403(b) planning, college savings, and estate planning. We also offer money purchasing plans and profit-sharing solutions for businesses. We further provide essential insurance services such as disability income, life, and long-term care coverage.