Sound Mind Financial LLC
Our Firm
Sound Mind Financial LLC is based in Sherrill, NY. Our team of professionals work diligently to help you obtain financial growth and security.
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Our Business Philosophy
It is our mission to see our clients achieve their retirement goals. We measure our decisions by five guiding values: Independence, Competence, Service, Trust and Legacy.
Independence
We believe in being independent advisers, free from product-pushing company quotas, but having true freedom to select insurance plans and investment programs that meet our client's needs.
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We own our business and are not employees of a bigger firm.​
Competence
All of our staff becomes appropriately licensed in their area of discipline and stays committed to continuing their education.
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We provide services in our areas of competence and will refer to and work with other professional advisers whenever needed.​
Service
We desire to glorify God in all we do, recognizing all of our abilities come from Him. Therefore, we are to use them wisely for serving others.
Trust
We understand the value of a trusting relationship, yet we never take that for granted, but strive to merit that trust through our commitment to excellence.
Legacy
It is our privilege to help our client's develop legacy plans and to assist their loved ones through times of transition.
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We have made provisions for business continuity in the event of a partner's death or disability so that clients can count on continued guidance consistent with our philosophies.