“What sets my relationship with Sound Financial Strategies apart from that I had with other financial advisors, is the fact that their approach is an honest approach that focuses on building trust, rather than simply looking at products or solutions. My financial advisor at Sound Financial takes the time to get to know me as an individual and they earn my business by making me feel like a real person, not a number. Their advice on my personal finances and those of my family’s, is rock solid and never doubted. Their track record speaks for itself!
As such, it is the combination of the financial advisors’ genuine desire to make clients feel appreciated and their skills and knowledge that make Sound Financial Strategies different. That’s their brand and their success is built upon it!”
“Dave has taken a personal interest in the overall financial planning and investment management for our family’s needs. He and his team took the time to fully understand our current needs and long term desires in order to establish an effective financial plan that will provide security for both us and our two children.
Diana and I were looking for a firm that considered more that just investment management but ensured that all elements of a sound financial plan are involved including; insurance planning, financial modelling, estate planning and a steady review of the environment in which these plans are built against.
Dave ensures that we have regular touch point to review our progress, monitor changes and make modifications as required. This has been accomplished by a regular quarterly review of our portfolio and we believe has contributed to the success we continue to experience within our investments.
We have tremendous trust and faith in the advice that Dave and his team provide to us and continue to believe that we are getting strong and reliable advice regarding our financial plans. We have been very comfortable in referring Dave and his management group when asked by our friends who provides our financial advice.
Dave and the HollisWealth team were not the first financial group to provide our financial planning but we fully expect that they will be our last.”
Bruce and Diana McCullagh