Sound Mind Financial LLC is an independent and locally-owned financial advisory firm located in central New York. We take a relational approach to building our practice, taking the time to properly assess and listen to what is important to you.
We are driven by our commitment to five core values:
independence, trust, competence, service and legacy.
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
Here are some things to consider when weighing potential tax moves before the end of the year.
Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much can you afford to pay for a car?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.