Products & Services

Building your financial future on a foundation of trust, Sound Mind Financial LLC provides services for individuals and businesses.

Individual Services

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  • 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

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  • 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

Contact Us to Learn More