Products & Services
Building your financial future on a foundation of trust, Sound Mind Financial LLC provides services for individuals and businesses.
Individual Services
- Individual Financial Planning
- Retirement Planning
- College Planning
- Beneficiary/Inheritance Planning
- Spousal Survivorship Planning
Individual Products Handled
- Mutual Funds and Annuities
- Fee-Based Investment Advisory Service
- Retirement Accounts: IRA Rollovers, Roth IRA's and Beneficiary IRA's
- College Savings 529 Plans
- Health Insurance
- Medicare Plans (Medicare Supplements, Medicare Advantage Prescription Plans and Assistance with EPIC Enrollment)
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
Small Business Services
- Employee Benefit Management
- Insurance Planning for Business Owners
- Buy-Sell Funding
- Key-Person Insurance
Employee Benefit Products
- Group Health Insurance
- Consumer Driven Plans
- Health Reimbursement Arrangement
- Health Savings Accounts
- New York State Statutory Disability
- Group Long-Term Disability
- Group Life Insurance
- Group Dental Insurance
- Group Long-Term Care
- Business Retirement Plans: 401k's, SIMPLE IRA's and SEP IRA's
- Section 125 Plans, including Flexible Spending Accounts and Premium Only Plans
- Group Medicare Plans