Swinehart & Associates Financial Planning And Investments

Sound Financial is a financial services firm located in Vandalia, OH. The firm offers a variety of services to its clients, including retirement planning, investment management, tax planning strategies, employee education, and 401(k) management and education. Sound Financial has a team of experienced professionals who are committed to helping their clients achieve their financial goals.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in working towards our approach to investing and preserving wealth.

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today can lead to a lush canopy of comfort, shelter, and protection tomorrow. Organic growth underlies all we do at WPCU. Together, we'll design a roadmap that starts with the future you want and ends with your ideal retirement. Our approach is designed to help your retirement weather the harshest of storms.